Talent.com
VP, Financial Consultant - Phoenix, AZ (National Branch) (PHOENIX)
VP, Financial Consultant - Phoenix, AZ (National Branch) (PHOENIX)Charles Schwab • PHOENIX, AZ, US
No longer accepting applications
VP, Financial Consultant - Phoenix, AZ (National Branch) (PHOENIX)

VP, Financial Consultant - Phoenix, AZ (National Branch) (PHOENIX)

Charles Schwab • PHOENIX, AZ, US
1 day ago
Job type
  • Part-time
Job description

Position Type : Regular

Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications :

  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63 / 65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications :

  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
  • Strong candidates will also learn to l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
  • Openness to manage wealth on behalf of our clients including : Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & R

    Create a job alert for this search

    Phoenix Az Phoenix • PHOENIX, AZ, US

    Related jobs
    VP, Business Consultant

    VP, Business Consultant

    Osaic • Scottsdale, AZ, US
    Full-time
    Vice President, Business Consultant.Preferred Location(s) : 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN ...Show more
    Last updated: 22 days ago • Promoted
    Vice President, Portfolio Finance

    Vice President, Portfolio Finance

    Arevon Energy • Scottsdale, AZ, US
    Full-time
    Vice President, Portfolio Finance.America with affordable, reliable, and secure homegrown energy.Headquartered in Scottsdale, Arizona, and with a regional office in New York City, the company's exp...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Vice President, Tax Overlay

    Assistant Vice President, Tax Overlay

    LPL Financial • Tempe, AZ, US
    Full-time
    Assistant Vice President of Tax Overlay.At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.You will play a pivotal ...Show more
    Last updated: 17 days ago • Promoted
    Assistant Vice President, Portfolio Management

    Assistant Vice President, Portfolio Management

    Western Alliance Bancorporation • Chandler, AZ, US
    Full-time
    Assistant Vice President, Portfolio Management.As an Assistant Vice President Portfolio Manager, you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of majo...Show more
    Last updated: 30+ days ago • Promoted
    Financial Consultant & Interim Controller

    Financial Consultant & Interim Controller

    Ampcus • Phoenix, AZ, US
    Temporary
    Financial Consultant & Interim Controller.Technology and Business consulting services.We are in search of a highly motivated candidate to join our talented team. Location(s) : Phoenix, AZ Overview : W...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Medical Solutions Allied • Maricopa, AZ, US
    Full-time
    Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Maricopa, Arizona.Job Description & Requirements. We’re seeking talented healthcare professionals whose ...Show more
    Last updated: 30+ days ago • Promoted
    Vice President, Business Solutions

    Vice President, Business Solutions

    W.R. Berkley • Scottsdale, AZ, US
    Full-time
    Vice President, Business Solutions.Nautilus Insurance is seeking a Vice President, Business Solutions.This role will be located in our Scottsdale, AZ headquarters. The VP is a key member of the exec...Show more
    Last updated: 30+ days ago • Promoted
    Assistant Vice President Wealth Management Investments Division

    Assistant Vice President Wealth Management Investments Division

    Desert Financial Credit Union • Phoenix, AZ, US
    Full-time
    The Assistant Vice President leads and oversees the sales and operations of the Wealth Management Investments Division.The AVP formulates and implements business strategies and operational plans, w...Show more
    Last updated: 30+ days ago • Promoted
    Director-Philanthropy

    Director-Philanthropy

    Phoenix Children's • Fountain Hills, AZ, United States of America
    Full-time
    Foundation Director-Philanthropy.This position will lead and manage a team of 5 philanthropy officers.With frontline focus, the Director will be a seasoned major gifts fundraiser responsible for se...Show more
    Last updated: 11 days ago • Promoted
    Financial Analysis Consultant

    Financial Analysis Consultant

    Banner Health • Phoenix, AZ, US
    Full-time
    In accordance with State Pay Transparency Rules.Those who have joined the Banner mission come from all walks of life, united by the common goal : Make health care easier, so life can be better.If ch...Show more
    Last updated: 8 days ago • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Prime Time Healthcare Therapy • Casa Grande, AZ, US
    Full-time
    Prime Time Healthcare Therapy is seeking a travel Physical Therapist for a travel job in Casa Grande, Arizona.Job Description & Requirements. Includes estimated wage of $22 hr - $ 27 hr & no...Show more
    Last updated: 22 days ago • Promoted
    VP, Investment Products

    VP, Investment Products

    LPL Financial • Tempe, AZ, US
    Full-time
    At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. This leader will drive continual platform enhancements to offer ...Show more
    Last updated: 17 days ago • Promoted
    Financial Consultant (Remote Eligible)

    Financial Consultant (Remote Eligible)

    RemoteWorker US • Apache Junction, AZ, US
    Remote
    Full-time
    Financial Consultant (Remote Eligible).Be among the first 25 applicants.Financial Consultant (Remote Eligible).Our vision for the future is based on the idea that transforming financial lives start...Show more
    Last updated: 8 days ago • Promoted
    Vice President, Team Lead - Portfolio Management Hotel Franchise Finance (HFF)

    Vice President, Team Lead - Portfolio Management Hotel Franchise Finance (HFF)

    Western Alliance Bancorporation • Phoenix, AZ, US
    Full-time
    Vice President, Team Lead - Portfolio Management Hotel Franchise Finance (HFF).As a Vice President, Portfolio Management Team Leader you'll be in a leadership role responsible for overseeing a team...Show more
    Last updated: 30+ days ago • Promoted
    Senior Vice President, Finance

    Senior Vice President, Finance

    Banner Health • Phoenix, AZ, US
    Full-time
    Finance Leadership Opportunity At Banner Health.Help lead health care into the future.As one of the largest nonprofit health systems in the country, Banner Health has both the stability that comes ...Show more
    Last updated: 15 days ago • Promoted
    Retention Representative

    Retention Representative

    EchoStar • MARICOPA, Arizona, United States
    Full-time
    Are you a highly competitive, persuasive sales professional looking for an incredible earning opportunity? Our award-winning Inside Sales & Retention teams excel at driving customer decisions by se...Show more
    Last updated: 15 hours ago • Promoted • New!
    Financial Consultant - Financial Solutions Branch - Phoenix, AZ

    Financial Consultant - Financial Solutions Branch - Phoenix, AZ

    Charles Schwab • Phoenix, AZ, United States
    Full-time
    Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...Show more
    Last updated: 30+ days ago • Promoted
    Financial Consultant - Client Growth & Retention

    Financial Consultant - Client Growth & Retention

    Edelman Financial Engines • Phoenix, AZ, US
    Full-time
    Financial Consultant - Client Growth & Retention.At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar sa...Show more
    Last updated: 5 days ago • Promoted
    VP, Financial Consultant - Phoenix, AZ (National Branch) (Hiring Immediately)

    VP, Financial Consultant - Phoenix, AZ (National Branch) (Hiring Immediately)

    Charles Schwab • PHOENIX, AZ, US
    Full-time
    At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together....Show more
    Last updated: 3 days ago • Promoted
    VP, Financial Consultant - Phoenix, AZ (National Branch)

    VP, Financial Consultant - Phoenix, AZ (National Branch)

    Charles Schwab • Peoria, AZ, US
    Full-time
    Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...Show more
    Last updated: 1 day ago • Promoted