Talent.com
serp_jobs.error_messages.no_longer_accepting
VP, Financial Consultant - Fort Lauderdale, FL

VP, Financial Consultant - Fort Lauderdale, FL

Charles SchwabFort Lauderdale, FL, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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.
  • 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
  • serp_jobs.job_alerts.create_a_job

    Financial Consultant • Fort Lauderdale, FL, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    VP, Financial Consultant - Fort Lauderdale, FL

    VP, Financial Consultant - Fort Lauderdale, FL

    Charles SchwabFort Lauderdale, FL, United States
    serp_jobs.job_card.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 Professional...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Director, Project Financial Controls & Strategic Initiatives (Corporate)

    Director, Project Financial Controls & Strategic Initiatives (Corporate)

    Carnival Corporation & plcMiami, FL, United States
    serp_jobs.job_card.full_time
    The Director of Project Financial Controls & Strategic Initiatives is responsible for leading high-impact financial planning and strategic initiatives across Carnival’s Global Ports portfolio.This ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Clinical Cardiologist in Miami, FL

    Clinical Cardiologist in Miami, FL

    Mount Sinai Medical Center (Miami Beach)Miami Beach, FL, US
    serp_jobs.job_card.full_time +1
    The Columbia University Division of Cardiology at Mount Sinai Medical Center in Miami Beach, Florida is seeking a board-certified Clinical Cardiologist to join our full-time academic faculty.We are...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Asst. Director, Financial Assistance

    Asst. Director, Financial Assistance

    University of MiamiCoral Gables, FL, United States
    serp_jobs.job_card.full_time
    Director, Financial Assistance page is loaded.Director, Financial Assistance.Apply locations Coral Gables, FL time type Full time posted on Posted 13 Days Ago job requisition id R100087838.If you a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Chief Financial Officer

    Chief Financial Officer

    The Miami FoundationMiami, FL, United States
    serp_jobs.job_card.full_time
    The Miami Foundation is a home base for generosity and impact focused on building a Greater Miami where everyone can thrive. Since 1967, The Foundation has invested over $772M to strengthen our comm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Investment Consultant - Boca Raton, FL

    Investment Consultant - Boca Raton, FL

    Charles SchwabBoca Raton, FL, US
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Chief Financial Officer (CFO)

    Chief Financial Officer (CFO)

    Gravity IT ResourcesFort Lauderdale, FL, United States
    serp_jobs.job_card.full_time
    Pompano Beach, FL or Sun City, FL.Our client is looking for a hands-on CFO to help spearhead the integration of a recent major acquisition and lead the business through its next stage of growth.Thi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Director of FP&A

    Director of FP&A

    NorthPoint Search GroupMiami, FL, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    A seasoned financial leader with a background in managing analyst teams and partnering closely with CFOs.Oversee all FP&A functions, including budgeting, forecasting, M&A modeling, and lend...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Consultant - Coral Gables, FL

    Financial Consultant - Coral Gables, FL

    Fidelity InvestmentsMiami, FL, US
    serp_jobs.job_card.full_time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Global Payments Business Execution Lead (LATAM) - SVP

    Global Payments Business Execution Lead (LATAM) - SVP

    National Black MBA AssociationMiami, FL, United States
    serp_jobs.job_card.full_time
    The Payments Business Execution Lead is a senior level role responsible for driving results through close partnership and collaboration within the Payments Business Execution Team and across the br...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Vice President of Treasury

    Vice President of Treasury

    Pacifica ContinentalMiami, FL, United States
    serp_jobs.job_card.full_time
    Design and execute short and long-term treasury strategies aligned with the company’s financial objectives and regulatory standards. Oversee the liquidity profile and ensure compliance with internal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    BDO Capital - Investment Banking Vice President

    BDO Capital - Investment Banking Vice President

    BDO USAMiami, FL, United States
    serp_jobs.job_card.full_time
    BDO Capital - Investment Banking Vice President.Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features. The Vice President, BDO Capital Advisors is an integra...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Vice President Finance

    Vice President Finance

    Global Strategic Alliance LLCMiami, FL, US
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Business Consultant - Fort Lauderdale

    Business Consultant - Fort Lauderdale

    CoAdvantageSunrise, FL, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    CoAdvantage is a leading human resource solutions provider for small to mid-sized companies.We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers' ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    VP, Financial Consultant - Boca Raton, FL

    VP, Financial Consultant - Boca Raton, FL

    Charles SchwabBoca Raton, FL, US
    serp_jobs.job_card.full_time
    Click the link below to review our Investment Professionals' incentive structure.Investment Professionals' Compensation | Charles Schwab. Here, innovative thought meets creative problem solving, hel...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Military Intelligence

    Military Intelligence

    NavyKey Biscayne, FL, United States
    serp_jobs.job_card.full_time
    ABOUT Effective, secure communication in the cyber domain is essential to the everyday operations of military intelligence in America’s Navy. Information Professionals who oversee the seamless opera...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    VP of Business Development - Multi-Family

    VP of Business Development - Multi-Family

    CSG TalentMiami-Dade County, FL, US
    serp_jobs.job_card.full_time
    Vice President of Business Development - Miami / Broward.The Vice President of Business Development will lead growth efforts within the South Florida private sector market, with a focus on the Miami-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    VP, Sales LATAM

    VP, Sales LATAM

    LVMH GroupCoral Gables, FL, United States
    serp_jobs.job_card.full_time
    This position is responsible for the general management of all activities in LATAM / Caribbean / Cruise Ships / Travel retail Americas region. The Vice President will be responsible for driving reve...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President of Strategy

    Vice President of Strategy

    The CARIAN Group CorporationBoca Raton, FL, United States
    serp_jobs.job_card.full_time
    Purpose Brands, LLC is hiring a Vice President of Strategy (Boca Raton, FL) to perform the following duties : .Work closely with the CEO, CFO, and other members of the executive team to identify, dev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    VP of Project Management

    VP of Project Management

    ByVerTek LLCBoca Raton, FL, US
    serp_jobs.job_card.full_time
    This position is on-site in Boca Raton, FL (not hybrid / remote).Must have solid experience as a Senior Leader of a Project Management department in the Telecom Construction industry (specifically Ou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30