VP, Financial Consultant- Newport Beach, CACharles Schwab • NEWPORT BEACH, CA, US
VP, Financial Consultant- Newport Beach, CA
Charles Schwab • NEWPORT BEACH, CA, US
30+ days ago
Job type
- Full-time
Job descriptionAbility 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. Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits 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
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.
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 :
What’s in it for you :
We offer a competitive benefits package that takes care of the whole you – both today and in the future :
Investment Professionals' Compensation | Charles Schwab
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 :
Create a job alert for this search
Financial Consultant • NEWPORT BEACH, CA, US
Related jobs
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
University of California, Irvine, and the only academic health system based in Orange County.UCI Health is comprised of its main campus,.
UCI Health Community Network in Orange and Los Angeles count...Show more
The VP of Brokerage is responsible for the overall management and profitable growth of the Freight Brokerage service offering.
This individual would report directly to the SVP of Transportation and ...Show more
Role : IT Applications Consultant – Financial Systems (Dynamics NAV / Business Central).Employment type : Contract to hire.
The role of IT Applications Consultant would be a highly skilled individual ...Show more
Senior Financial Accountant – Statutory Reporting (Consultant).December 2025 – July 2026 (Maternity Leave Coverage).Senior Financial Accountant (Consultant).
Insurance Financial Reporting Team.This ...Show more
This Jobot Job is hosted by : Milan Kacar.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary : $275,000 - $375,000 per year.Fast Growing Healthcare Com...Show more University of California, Irvine, and the only academic health system based in Orange County.UCI Health is comprised of its main campus,.
UCI Health Community Network in Orange and Los Angeles count...Show more 
Under the supervision of the Regional Mortgage Leader, the Mortgage Consultant is responsible for advising new and existing clients on residential mortgage programs obtained from various sources in...Show more JOB DESCRIPTION (1+ year contract) : .We are seeking a strategic Finance Director to join our Separation Team, supporting the transition of business units through divestiture and joint ventures (JVs)...Show more Fast Growing Hospitality Brand.This Jobot Job is hosted by : Milan Kacar.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary : $180,000 - $220,000 per y...Show more Role : IT Applications Consultant – Financial Systems (Dynamics NAV / Business Central).Employment type : Contract to hire.
The role of IT Applications Consultant would be a highly skilled individual ...Show more 
Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
Vice President, Fund Controller.Accomplished private equity firm.Venture Capital & Private Equity.The Company is in search of a Vice President, Fund Controller to take on a pivotal role in managing...Show more
Headquartered in Santa Ana California Veros Real Estate Solutions(.We are looking for a self-motivated independent person to play a critical role supporting sales for the companys end user technolo...Show more Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more 
Join our dynamic Operations Accounting Team and take a leadership role in managing complex accounting functions for a growing financial institution.
This position oversees critical areas of bank ope...Show more
Unitek is seeking a Vice President of Clinical Education Management (CEM) to oversee the planning and coordination of clinical partnerships and ensure alignment with the organizations educational a...Show more
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...Show more
AVP / VP, Portfolio Manager
Cathay Bank - Headquarters • El Monte, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Executive Director, Revenue Cycle - Finance & Value Transformation
University of California - Irvine Health • Orange, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
VP of Brokerage
Custom Goods • Costa Mesa, CA, US
Full-time
Last updated: 1 day ago • Promoted
IT Applications Consultant – Financial Systems (Dynamics NAV / Business Central)
TUEREN, Inc. • Orange County, CA, United States
Full-time
Last updated: 22 hours ago • Promoted • New!
Senior Accountant Consultant - Statutory Reporting
Vaco by Highspring • Anaheim, California, United States
Full-time
Last updated: 22 days ago • Promoted
CFO
Jobot • Orange, CA, US
Full-time
Last updated: 30+ days ago • Promoted
Ambulatory Finance Business Partner - Physician Enterprise Finance - FT Days HYBRID
University of California - Irvine Health • Orange, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Mortgage Consultant
Prosperity Home Mortgage • Pasadena, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
Director of M&A, Divestitures
Vaco by Highspring • Santa Ana, California, United States
Temporary
Last updated: 23 days ago • Promoted
VP of Finance
Jobot • Bellflower, CA, US
Full-time
Last updated: 30+ days ago • Promoted
IT Applications Consultant – Financial Systems
TUEREN, Inc. • Orange County, CA, United States
Full-time
Last updated: 22 hours ago • Promoted • New!
Remote Forex Trader Job in Huntington Beach, CA | Full Time
Maverick Currencies • Huntington Beach, CA
Remote
Full-time +1
Last updated: 30+ days ago • Promoted
Vice President, Fund Controller (Newport Beach)
Confidential • Newport Beach, CA, US
Part-time
Last updated: 21 hours ago • Promoted • New!
VP, Sales
Veros • Santa Ana, California, USA
Full-time
Last updated: 12 days ago • Promoted
VP, Treasury Management Sales Consultant
Cathay Bank - Headquarters • El Monte, CA, United States
Full-time
Last updated: 30+ days ago • Promoted
VP-Senior Accounting Manager
East West Bancorp • Pasadena, CA, US
Full-time
Last updated: 1 day ago • Promoted
VP of Nursing Clinical Affairs
Unitek Learning • Newport Beach, California, USA
Full-time
Last updated: 16 days ago • Promoted
VP, Financial Consultant- Newport Beach, CA
Charles Schwab • Newport Beach, CA, United States
Full-time
Last updated: 30+ days ago • Promoted