Talent.com
VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

Charles SchwabLeander, TX, United States
5 days ago
Job type
  • Full-time
Job description

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” 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.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, 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, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, 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 client’s 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 & Risk Management, and Estate Planning
  • Ability to adapt and implement change as the market and business conditions evolve
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
  • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
  • Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

    You will be required to register and to submit to the required SAFE Act background check and registration process

    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    Investment Professionals' Compensation | Charles Schwab

    What’s in it for you

    At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future :

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
  • Create a job alert for this search

    Consultant Austin Tx • Leander, TX, United States

    Related jobs
    • Promoted
    Investment Consultant - Austin, TX (Bee Cave)

    Investment Consultant - Austin, TX (Bee Cave)

    Charles SchwabBee Cave, TX, US
    Full-time
    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" and transform the finance indus...Show moreLast updated: 1 day ago
    • Promoted
    Director of Business and Financial Services

    Director of Business and Financial Services

    UT Health AustinAustin, TX, US
    Full-time
    Director Of Business And Financial Services.As a top-10 engineering school with the No.Texas, the Cockrell School of Engineering at The University of Texas at Austin has been a global leader in tec...Show moreLast updated: 3 days ago
    • Promoted
    Tax Expert

    Tax Expert

    IntuitKilleen, TX, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 12 days ago
    • Promoted
    Vice President, Asset Management

    Vice President, Asset Management

    AmherstAustin, TX, US
    Full-time
    Vice President, Acquisitions & Asset Management Austin, TX.Amherst is revolutionizing the way U.Driven by data, analytics, and technology, Amherst has a 20-year history of anticipating where the n...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Services Consultant

    Financial Services Consultant

    Penske Automotive GroupLeander, TX, US
    Full-time
    Honda Leander Financial Services Consultant.Honda Leander, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordina...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Digital Sales Federal

    Vice President, Digital Sales Federal

    Avtex Solutions (Acquired by TTEC Digital)Austin, TX, US
    Full-time
    Vice President, Digital Sales Federal.At TTEC Digital, we coach clients to ensure their employees feel valued, and fully supported, because an amazing customer experience is an employee first proc...Show moreLast updated: 23 days ago
    • Promoted
    Financial Solutions Advisor II - Consumer Investments - Austin Area

    Financial Solutions Advisor II - Consumer Investments - Austin Area

    Bank of AmericaAustin, TX, US
    Full-time
    Job Opportunity At Bank Of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ...Show moreLast updated: 30+ days ago
    • Promoted
    VP of Culture

    VP of Culture

    Beyond FinanceAustin, TX, US
    Full-time
    At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized ca...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationRound Rock, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    Texas Area Vice President

    Texas Area Vice President

    Maxim Health SystemsAustin, TX, US
    Full-time
    Area Vice President (AVP) Texas.Maxim Healthcare is currently seeking an Area Vice President to oversee our Texas area.The AVP role requires facilitative management characteristics, including signi...Show moreLast updated: 5 days ago
    • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationCedar Park, Texas
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 25 days ago
    • Promoted
    VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

    VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

    Charles SchwabRound Rock, TX, United States
    Full-time
    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” and transform the finance industry togeth...Show moreLast updated: 5 days ago
    • Promoted
    Senior Vice President of Financial Services

    Senior Vice President of Financial Services

    Government JobsAustin, TX, US
    Full-time
    Senior Vice President Of Financial Services.Are you a strategic, results-driven finance leader ready to help shape the future of public transportation in one of the nation's fastest-growing cities?...Show moreLast updated: 30+ days ago
    Vice President of Finance

    Vice President of Finance

    JC Davis Ventures LLC dba JC Davis PowerAustin, Texas, US
    Full-time
    Quick Apply
    Powering a jobsite shouldn’t be a hassle.But too often, crews are left waiting, equipment breaks down, vendors go dark, and deadlines slip. We started JC Davis Power to fix all of that.We’re a full-...Show moreLast updated: 28 days ago
    • Promoted
    VP, Business Operations

    VP, Business Operations

    Apex Fintech SolutionsAustin, TX, US
    Full-time
    Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial ma...Show moreLast updated: 3 days ago
    VP of Sales US

    VP of Sales US

    Kahoot!Austin, TX, US
    Full-time
    Quick Apply
    Kahoot! is seeking a VP of Sales US to drive our enterprise strategy and accelerate revenue growth across the Americas for EDU and Work segments. This pivotal role offers the opportunity to lead our...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Vice President of Professional Services

    Vice President of Professional Services

    VirtualVocationsAustin, Texas, United States
    Full-time
    A company is looking for a VP of Professional Services.Key Responsibilities Define and execute the long-term strategy for Professional Services, aligning with growth goals and customer experience...Show moreLast updated: 11 hours ago
    • Promoted
    LOTTERY - Chief Financial Officer-Controller (Deputy Director I)

    LOTTERY - Chief Financial Officer-Controller (Deputy Director I)

    DigitalrgAustin, TX, United States
    Full-time
    LOTTERY - Chief Financial Officer-Controller (Deputy Director I).The Texas Lottery Commission is seeking a highly experienced and qualified individual to fill the position of Chief Financial Office...Show moreLast updated: 30+ days ago
    Financial Controller (U.S.-Based, Full-Time)

    Financial Controller (U.S.-Based, Full-Time)

    LearntasticAustin, TX, US
    Full-time
    Quick Apply
    Dallas (Working remotely, but could be based out of Dallas / Austin / Houston) Compensation : $40,000–$60,000 per year (based on experience) Experience : 10-15 years as Controller Reporting T...Show moreLast updated: 25 days ago
    Vice President Finance

    Vice President Finance

    Global Strategic Alliance LLCAustin, TX, US
    Full-time
    Vice President Finance at Global Strategic Alliance LLC.The Vice President of Finance will oversee the financial strategy, operations, and compliance of Global Strategic Alliance LLC.This executive...Show moreLast updated: 5 days ago