Talent.com
VP, Financial Consultant - Plantation, FL
VP, Financial Consultant - Plantation, FLCharles Schwab • Plantation, FL, United States
VP, Financial Consultant - Plantation, FL

VP, Financial Consultant - Plantation, FL

Charles Schwab • Plantation, FL, United States
30+ days ago
Job type
  • Full-time
Job description

Position Type : Regular

Your opportunity

I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.

Investment Professionals' Compensation | Charles Schwab (https : / / www.schwab.com / legal / compensation-advice / investment-professionals-compensation)

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.

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.
  • 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 ( / summary-of-benefits) 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

    Financial Consultant • Plantation, FL, United States

    Related jobs
    Director Visa Consulting and Analytics VCA SO Finance

    Director Visa Consulting and Analytics VCA SO Finance

    Visa • Miami, FL, United States
    Full-time
    Visa Consulting and Analytics (VCA) is the consulting arm of Visa, and drives tangible, impactful results for clients.Drawing on our expertise in consulting, data analytics, technology, payments an...Show more
    Last updated: 7 days ago • Promoted
    Vice President Finance

    Vice President Finance

    Carterwill Search • Miami, FL, United States
    Full-time
    Get AI-powered advice on this job and more exclusive features.This range is provided by Carterwill Search.Your actual pay will be based on your skills and experience — talk with your recruiter to l...Show more
    Last updated: 1 day ago • Promoted
    Superintendent

    Superintendent

    Rise Technical • Miami-Dade County, FL, United States
    Permanent
    Including Vehicle, Fuel Card, Bonus, Insurance and 401k.Commutable from Fort Lauderdale, Hollywood, Homestead).Are you a Superintendent or Foreman who is motivated by progression and learning on a ...Show more
    Last updated: 12 days ago • Promoted
    Vice President, Finance

    Vice President, Finance

    Fresh Del Monte Produce Inc • Coral Gables, FL, United States
    Full-time
    This position is responsible for overseeing the North America Finance and Accounting departments.This role will also provide the Management team with valuable information to make effective decision...Show more
    Last updated: 3 days ago • Promoted
    VP, North America Sales : Trade Growth & Innovation

    VP, North America Sales : Trade Growth & Innovation

    Xanterra • Miami, FL, United States
    Full-time
    A leading cruise and travel company is seeking a visionary Vice President of North America Sales to lead its sales team.This role involves developing strategic partnerships and innovative sales str...Show more
    Last updated: 5 days ago • Promoted
    VP, REENTRY BUSINESS DEVELOPMENT

    VP, REENTRY BUSINESS DEVELOPMENT

    The GEO Group, Inc. • Boca Raton, FL, United States
    Full-time
    Full-time employees will enjoy a competitive benefits package with options for you and your family including : .The compensation and benefits information is accurate as of the date of this posting.Th...Show more
    Last updated: 30+ days ago • Promoted
    Cardiologist

    Cardiologist

    KPG Provider Services • Miami Beach, FL, US
    Full-time +1
    KPG Provider Services is a nationwide healthcare agency specializing in connecting qualified clinicians with premier healthcare facilities. We are currently seeking a qualified.Clinicians will recei...Show more
    Last updated: 22 hours ago • Promoted • New!
    Civil Design Engineer

    Civil Design Engineer

    Teksky LLC • Miami-Dade County, FL, United States
    Full-time
    The ideal candidate will be able to work independently, manage multiple project components, and collaborate effectively with our engineering team. Prepare and modify engineering documents, including...Show more
    Last updated: 11 days ago • Promoted
    Vice President of Investor Relations

    Vice President of Investor Relations

    Titan America • Boca Raton, FL, United States
    Full-time
    The Vice President of Investor Relations (VP of IR) is a key leadership team member responsible for developing and leading a robust investor relations and corporate communications function that enh...Show more
    Last updated: 30+ days ago • Promoted
    Plumbing Project Manager – Commercial Plumbing

    Plumbing Project Manager – Commercial Plumbing

    KODIAK Construction Recruiting & Staffing • Miami-Dade County, FL, United States
    Full-time
    Project Manager – Commercial Plumbing.Commercial Plumbing Project Manager.In this role, you’ll take ownership of the full project lifecycle—from contract award through closeout—ensuring every proje...Show more
    Last updated: 4 days ago • Promoted
    VP, Financial Consultant - Plantation, FL

    VP, Financial Consultant - Plantation, FL

    Charles Schwab • Sunrise, FL, US
    Full-time
    Position Type : Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals...Show more
    Last updated: 22 hours ago • Promoted • New!
    Controller

    Controller

    Vaco by Highspring • Pompano Beach, FL, US
    Permanent
    Our client, a growing and dynamic organization, is seeking an experienced.This is a hands-on leadership role that will partner closely with the. Oversee accounting and financial management across.GA...Show more
    Last updated: 29 days ago • Promoted
    Senior Financial Analyst (Commercial Real Estate)

    Senior Financial Analyst (Commercial Real Estate)

    LHH • Boca Raton, FL, United States
    Full-time
    Senior Financial Analyst (Commercial Real Estate).Location : Boca Raton, FL (Onsite).An established commercial real estate organization in Boca Raton is seeking a. This role offers exposure to acquis...Show more
    Last updated: 8 days ago • Promoted
    VP, Financial Consultant - Boca Raton, FL

    VP, Financial Consultant - Boca Raton, FL

    Charles Schwab • Highland Beach, FL, US
    Full-time
    Position Type : Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals...Show more
    Last updated: 22 hours ago • Promoted • New!
    VP Private Equity : Investment & Portfolio Leadership

    VP Private Equity : Investment & Portfolio Leadership

    Suncap Technology • Miami, FL, United States
    Full-time
    A leading investment firm in Miami is seeking a candidate with strong analytical and financial skills.The new hire will conduct investment analysis and manage portfolio companies, requiring 2+ year...Show more
    Last updated: 3 days ago • Promoted
    Financial Director

    Financial Director

    Marquis Association Management • Miami, FL, United States
    Full-time
    Associa is a leading provider of property management services, specializing in residential properties.We are dedicated to delivering exceptional service and value to our clients and residents.As we...Show more
    Last updated: 8 days ago • Promoted
    VP, Financial Consultant - Fort Lauderdale, FL

    VP, Financial Consultant - Fort Lauderdale, FL

    Charles Schwab • Fort Lauderdale, FL, US
    Full-time
    Position Type : Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals...Show more
    Last updated: 22 hours ago • Promoted • New!
    VP of Finance & Growth Strategy — NA

    VP of Finance & Growth Strategy — NA

    Fresh Del Monte Produce Inc • Coral Gables, FL, United States
    Full-time
    A global leader in fruit and vegetable production is seeking a Finance Executive to oversee North America Finance and Accounting departments, lead financial strategy, and ensure compliance with reg...Show more
    Last updated: 3 days ago • Promoted