Talent.com
VP, Financial Consultant - Edgewater, NJ

VP, Financial Consultant - Edgewater, NJ

Charles SchwabEDGEWATER, NJ, 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

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.
  • Bilingual preference - Fluent in English and Korean
  • 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

    Financial Consultant • EDGEWATER, NJ, United States

    Related jobs
    • Promoted
    • New!
    Leveraged Finance Underwriter - Vice President

    Leveraged Finance Underwriter - Vice President

    Citibank (Switzerland) AGNew York, NY, United States
    Full-time
    For additional information, please review.Leveraged Finance Underwriting (“LFU”) within Institutional Credit Management (“ICM”) is seeking a Vice President / Underwriter to join the team.The VP is an...Show moreLast updated: 1 hour ago
    • Promoted
    VP, Financial Consultant - New York, NY ( Upper West Side)

    VP, Financial Consultant - New York, NY ( Upper West Side)

    Charles SchwabNew York, NY, 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...Show moreLast updated: 9 days ago
    • Promoted
    FINANCIAL CONSULTANT

    FINANCIAL CONSULTANT

    Manning & NapierNew York, NY, US
    Full-time
    As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowment...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Markets & Real Estate - FP Consulting Director

    Financial Markets & Real Estate - FP Consulting Director

    PwC (US)New York, NY, US
    Full-time
    At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions...Show moreLast updated: 2 days ago
    • Promoted
    Global Banking & Markets - Mortgages & Structured Products - Residential Structured Finance - Vice President - New York

    Global Banking & Markets - Mortgages & Structured Products - Residential Structured Finance - Vice President - New York

    Goldman SachsNew York, NY, US
    Full-time +1
    Our core value is building strong relationships with our institutional clients, which include corporations, financial service providers, and fund managers. We help them buy and sell financial produc...Show moreLast updated: 30+ days ago
    • Promoted
    VP - Financial Consultant - New York, NY (Flatiron)

    VP - Financial Consultant - New York, NY (Flatiron)

    Charles SchwabNew York, NY, 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 moreLast updated: 30+ days ago
    • Promoted
    • New!
    VP, Financial Consultant - Millburn, NJ

    VP, Financial Consultant - Millburn, NJ

    Charles SchwabMILLBURN, NJ, 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: 14 hours ago
    • Promoted
    VP, Financial Consultant - New York, NY (Midtown)

    VP, Financial Consultant - New York, NY (Midtown)

    Charles SchwabNew York, NY, United States
    Full-time
    Position Type : Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professiona...Show moreLast updated: 26 days ago
    • Promoted
    VP of FP&A - Cryptocurrency or fintech experience required

    VP of FP&A - Cryptocurrency or fintech experience required

    Michael PageNew York, NY, US
    Full-time
    VP FPA Cryptocurrency Or Fintech Experience Required.My client is an innovative fintech cryptocurrency firm experiencing high growth. Develop a deep understanding of the client's various business li...Show moreLast updated: 4 days ago
    • Promoted
    VP, Business DevelopmentNew York

    VP, Business DevelopmentNew York

    Ensemble Travel GroupNew York, NY, US
    Full-time
    Vice President, Business Development.Ensemble Travel Group is a leading travel agency consortium of top-tier agencies throughout the U. Canada that was established in 1968.Acquired by Navigatr Group...Show moreLast updated: 30+ days ago
    • Promoted
    VP, Financial Reporting

    VP, Financial Reporting

    SaksNew York, NY, US
    Full-time
    Vice President, Financial Reporting.Salary Range $235,000 - $305,000 •.The Vice President, Financial Reporting is a strategic finance leader responsible for overseeing the accurate and timely prepar...Show moreLast updated: 30+ days ago
    • Promoted
    Consulting Group Sales, Hybrid - VP

    Consulting Group Sales, Hybrid - VP

    Morgan StanleyNew York, NY, US
    Full-time
    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: 23 days ago
    • Promoted
    Vice President of Solutions, Financial Services

    Vice President of Solutions, Financial Services

    WorkivaNew York, NY, US
    Full-time
    Vice President Of Solutions For Financial Services.As the Vice President of Solutions for the Financial Services (FS) vertical, you will lead the global strategy, innovation, and execution of Worki...Show moreLast updated: 23 days ago
    • Promoted
    Global Banking & Markets Capital Solutions Group - Residential Structured Finance - Vice President- New York

    Global Banking & Markets Capital Solutions Group - Residential Structured Finance - Vice President- New York

    Goldman SachsNew York, NY, US
    Full-time
    The Capital Solutions Group at Goldman Sachs brings together our financing, origination, structuring, distribution, and risk management capabilities across public and private markets.The depth and ...Show moreLast updated: 16 days ago
    • Promoted
    • New!
    VP, Finance Platform Support Manager

    VP, Finance Platform Support Manager

    USA JobsNew York, NY, US
    Full-time
    This critical finance role supports the Platform Finance teams primarily focusing on the OnePay portfolio while also providing oversight for additional clients. Collaborating closely with Portfolio ...Show moreLast updated: 22 hours ago
    • Promoted
    Principal Financial Advisory Consultant - Top-Tier Business Developer

    Principal Financial Advisory Consultant - Top-Tier Business Developer

    Intec SeaNew York, NY, US
    Full-time
    Principal Financial Advisory Consultant - Top-Tier Business Developer.Worley Consulting Group, New York, USA.The dual challenge of supplying energy to a growing population, while addressing the ris...Show moreLast updated: 30+ days ago
    • Promoted
    VP, Finance Systems

    VP, Finance Systems

    Automatic Data ProcessingRoseland, NJ, US
    Full-time
    In this role you will play a critical leadership role within the Corporate Controller Organization, and will partner closely with finance, IT, and business leaders across the enterprise.This role r...Show moreLast updated: 17 days ago
    • Promoted
    VP, Investment Analytics

    VP, Investment Analytics

    BBR PartnersNew York, NY, US
    Full-time
    BBR Partners is a boutique wealth management firm providing customized investment strategies and bespoke advice to high-net-worth individuals and families. Our clients are comprised of the brightest...Show moreLast updated: 30+ days ago