VP, Financial Consultant - New York, NY (Wall Street)
Charles SchwabNew York City, NY, US3 hours 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. 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
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 :
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 :
Create a job alert for this search
Financial Consultant • New York City, NY, US
Related jobs
In 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 Professio...Show moreLast updated: 5 days ago
Position Type : Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab At S...Show moreLast updated: 30+ days ago
A leading AI-native revenue platform in New York is seeking a VP of Finance to lead all financial strategy and operations.
This role includes managing forecasting, budgeting, and financial reporting...Show moreLast updated: 2 days ago
Experienced Vice President – Investment Banking, Financial Institutions Group (FIG) page is loaded.Experienced Vice President – Investment Banking, Financial Institutions Group (FIG).Apply location...Show moreLast updated: 6 days ago
Investment Banking Vice President, Financial Sponsors - New York page is loaded## Investment Banking Vice President, Financial Sponsors - New Yorklocations : Madison Ave Corptime type : Full time...Show moreLast updated: 6 days ago
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab.
At Schwab, you’re empowered to make an impac...Show moreLast updated: 9 days ago
As a Vice President in Investment Banking Sponsors Coverage, you will take on a leadership role in deal execution while actively engaging with financial sponsors and managing transaction workflows....Show moreLast updated: 4 days ago
Financial Reporting - Vice President.SMBC is seeking a Vice President position to work in the Bank Accounting Department located in Jersey City, NJ.
This Vice President will help to initiate, plan, ...Show moreLast updated: 25 days ago 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: 13 days ago 
Be among the first 25 applicants.At Piper Sandler, we connect capital with opportunity to build a better future.We believe that diverse teams with unique backgrounds, skills and experiences yield m...Show moreLast updated: 4 days ago
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
The Firm's employees serve ...Show moreLast updated: 30+ days ago
The Financial Institutions Group (FIG) Investment Banking team is hiring a Vice President to join in New York.Provides a combination of deep industry sector expertise, innovative thinking in a team...Show moreLast updated: 5 days ago
Get AI-powered advice on this job and more exclusive features.This range is provided by Hoxton Circle.Your actual pay will be based on your skills and experience — talk with your recruiter to learn...Show moreLast updated: 4 days ago
Health & Wellness Partners, LLC (HWP), is a medical and scientific communications agency that collaborates with life science industry stakeholders to develop award-winning solutions that advanc...Show moreLast updated: 20 days ago
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 moreLast updated: 24 days ago
Job Description : • •At Piper Sandler, we connect capital with opportunity to build a better future.We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative ...Show moreLast updated: 4 days ago Investment Banking Vice President, Leveraged Finance - New York page is loaded## Investment Banking Vice President, Leveraged Finance - New Yorklocations : Madison Ave Corptime type : Full timepo...Show moreLast updated: 17 hours ago 
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 quality of ...Show moreLast updated: 30+ days ago
- Promoted
VP, Financial Consultant - New York, NY (Midtown) (Hiring Immediately)
Charles SchwabNEW YORK, NY, United StatesFull-time
- Promoted
VP, Financial Consultant - Garden City, NY
Charles SchwabGARDEN CITY, NY, United StatesFull-time
- Promoted
VP of Finance : SaaS Growth, FP&A & Fundraising
TabsNew York, NY, United StatesFull-time
- Promoted
Experienced Vice President – Investment Banking, Financial Institutions Group (FIG)
Guggenheim PartnersNew York, NY, United StatesFull-time
- Promoted
Investment Banking Vice President, Financial Sponsors - New York
Banco Santander SANew York, NY, United StatesFull-time
- Promoted
VP, Financial Consultant - Millburn, NJ
Charles SchwabMILLBURN, NJ, USFull-time
- Promoted
Investment Banking Vice President, Financial Sponsors - New York
Santander Bank, N.A.New York, NY, United StatesFull-time
- Promoted
Financial Reporting - Vice President
Smbc Global Foundation IncJersey City, NJ, USFull-time
- Promoted
VP, Financial Consultant - New York, NY ( Upper West Side)
Charles SchwabNEW YORK, NY, USFull-time
- Promoted
Investment Banking Senior Associate / Junior Vice President - Financial Services - Fintech
Piper SandlerNew York, NY, United StatesFull-time
- Promoted
Consulting Group Sales, Hybrid - VP
Morgan StanleyNew York, NY, USFull-time
- Promoted
Vice President, Financial Institutions Group (FIG) Investment Banking
BMO Financial GroupNew York, NY, United StatesPart-time
- Promoted
VP Financial Planning & Analysis
Hoxton CircleStamford, CT, United StatesFull-time
- Promoted
Vice President Strategy Director
Health And Wellness PartnersSaddle Brook, NJ, USFull-time
- Promoted
VP, Treasury Management Sales Consultant
Cathay Bank - HeadquartersQueens, NY, United StatesFull-time
- Promoted
Investment Banking Vice President - Financial Services Group - Asset & Wealth Management
Piper Sandler & CoNew York, NY, United StatesFull-time
- Promoted
- New!
Investment Banking Vice President, Leveraged Finance - New York
Banco Santander SANew York, NY, United StatesFull-time
- Promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data AnnotationSayreville, New JerseyRemote
Full-time +1