Talent.com
VP, Financial Consultant - Chicago, IL (Wacker Drive) (CHICAGO)

VP, Financial Consultant - Chicago, IL (Wacker Drive) (CHICAGO)

Charles SchwabCHICAGO, IL, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 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 tohelping clients own their financial futures. In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You'll alsohavethe ability totake charge of your own professional journey with oursupportive, 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 teamsetting, 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 leverage 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.
  • Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

    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
  • PDN-a005d88e-1051-4109-8b6f-ced4be346b3f

    serp_jobs.job_alerts.create_a_job

    Financial Chicago Il • CHICAGO, IL, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Vice President, Investment Banking

    Vice President, Investment Banking

    Fifth Third BankChicago, IL, US
    serp_jobs.job_card.full_time
    Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while providing support to IB's Sr. Managing Director in the day to day management of the team's Associ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    VP, Financial Consultant - Northbrook, IL

    VP, Financial Consultant - Northbrook, IL

    Charles SchwabNORTHBROOK, IL, United States
    serp_jobs.job_card.full_time
    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 Professi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President of Sales - Financial Services

    Vice President of Sales - Financial Services

    RemoteWorker USChicago, IL, US
    serp_jobs.job_card.full_time
    Present Fisher Investment's wealth management solutions to high-net-worth prospects.You will report to the Director of Sales who will make sure you have the training and resources to experience suc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    VP, Financial Consultant - Chicago, IL (Wacker Drive)

    VP, Financial Consultant - Chicago, IL (Wacker Drive)

    Charles SchwabChicago, IL, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    VP, Financial Consultant - Chicago, IL (Wacker Drive) (CHICAGO)

    VP, Financial Consultant - Chicago, IL (Wacker Drive) (CHICAGO)

    Charles SchwabCHICAGO, IL, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    VP, Growth & Revenue Dallas, Chicago

    VP, Growth & Revenue Dallas, Chicago

    Via Transportation, Inc.Chicago, IL, US
    serp_jobs.job_card.full_time
    Via is using technology to transform transportation around the world.From changing a single person’s daily commute to reducing humanity’s collective environmental footprint — we’ve got huge goals.A...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Chicago Vice President Transformation

    Chicago Vice President Transformation

    Accordion PartnersChicago, IL, US
    serp_jobs.job_card.full_time
    There’s a better way to work in finance—and more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and manage...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    VP, Analytics

    VP, Analytics

    RAPPChicago, IL, US
    serp_jobs.job_card.full_time
    RAPP Chicago is looking for a VP, Analytics to join our award-winning Marketing Sciences team.We are RAPP – world leaders in activating growth with precision and empathy at scale.As a global, next-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Vice President, Financial Planning & Analysis

    Vice President, Financial Planning & Analysis

    COLE-PARMER INSTRUMENT COMPANYVernon Hills, IL, US
    serp_jobs.job_card.full_time
    Vice President, Financial Planning & Analysis.Individual is responsible for driving financial planning, management reporting, and corporate analytics. This role partners across the organization ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago

    Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago

    The Goldman Sachs GroupChicago, IL, United States
    serp_jobs.job_card.full_time +1
    Goldman Sachs is hiring a Vice President on the Private Wealth Marketing team to support the Private Bank & Deposits business. This role will be responsible for developing and executing plans to edu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Licensed Clinical Psychologist - Highland Park, IL

    Licensed Clinical Psychologist - Highland Park, IL

    LifeStance HealthHighland Park, IL, US
    serp_jobs.job_card.full_time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, US Financial Services Solutions

    Vice President, US Financial Services Solutions

    TransUnion LLCChicago, IL, US
    serp_jobs.job_card.full_time
    TransUnion's Job Applicant Privacy Notice.Personal Information We Collect.At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional develo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago Chicago •[...]

    Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago Chicago •[...]

    Goldman Sachs Bank AGChicago, IL, US
    serp_jobs.job_card.full_time +1
    Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago location_on Chicago, Illinois, United States. Opportunity Overview sitemap_outline CORPORATE TITLE Vice Pres...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    Vice President, Capital Projects

    Vice President, Capital Projects

    The Scion GroupChicago, Illinois, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Want to learn more about The Scion Group? We are interested in every qualified candidate who is eli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Banking Vice President - Financial Services, Insurance

    Investment Banking Vice President - Financial Services, Insurance

    William BlairChicago, IL, United States
    serp_jobs.job_card.full_time
    Solutions for Today’s Challenges.Vision for Tomorrow’s Opportunities.Join William Blair, the Premier Global Partnership.William Blair has delivered trusted advice for nine decades, and we continue ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Mid Cap Investment Banking - Chicago / Midwest - Vice President

    Mid Cap Investment Banking - Chicago / Midwest - Vice President

    JPMorgan Chase & Co.Chicago, IL, US
    serp_jobs.job_card.full_time
    We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Mid Cap Investment Banking team for Chicago / Midwest. As a Vice President in the Mid Cap Investme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Physician Psychiatric-Mental Health - Competitive Salary

    Physician Psychiatric-Mental Health - Competitive Salary

    LifeStance HealthHighland Park, IL, US
    serp_jobs.job_card.full_time +1
    Job DescriptionWe offer Psychiatrists : .Proven $400,000 plus Income Potential with unlimited / uncapped earnings.Full-time and part-time available. No nights, no calls, no weekends.Full benefits packag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    VP, Financial Consultant - Northbrook, IL - Competitive Bonus and Incentive Structure (Hiring Immediately)

    VP, Financial Consultant - Northbrook, IL - Competitive Bonus and Incentive Structure (Hiring Immediately)

    Charles SchwabNORTHBROOK, IL, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Vice President, Consulting Services

    Vice President, Consulting Services

    Palm Tree LLCChicago, IL, US
    serp_jobs.job_card.full_time
    Consulting Services - General Employment Inquiries.Vice President – General Employment Inquiry.Don’t see an active opening that fits your background? Submit a general employment inquiry here, and w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Vice President, US Financial Services Solutions

    Vice President, US Financial Services Solutions

    TransUnionChicago, IL, US
    serp_jobs.job_card.full_time
    TransUnion's Job Applicant Privacy Notice.Personal Information We Collect.At TransUnion, we strive to build an environment where our associates are in the driver’s seat of their professional develo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours