Talent.com
VP, Financial Consultant- Annapolis, MD
VP, Financial Consultant- Annapolis, MDCharles Schwab • ANNAPOLIS, MD, United States
VP, Financial Consultant- Annapolis, MD

VP, Financial Consultant- Annapolis, MD

Charles Schwab • ANNAPOLIS, MD, United States
job_description.job_card.30_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 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 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. What’s in it for you : At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future : 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 Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage origina tions 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 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 : 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 • ANNAPOLIS, MD, United States

Job_description.internal_linking.related_jobs
Licensed Mental Health Therapist (LCSW-C, LCPC, LCMFT)

Licensed Mental Health Therapist (LCSW-C, LCPC, LCMFT)

LifeStance Health • Centreville, MD, US
serp_jobs.job_card.full_time +1
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_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Wellness Consultant

Financial Wellness Consultant

PNC • Baltimore, MD, US
serp_jobs.job_card.full_time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Vice President, Sinclair Ventures

Vice President, Sinclair Ventures

Sinclair Broadcast Group • USA, Maryland, Hunt Valley
serp_jobs.job_card.full_time
Sinclair Ventures is seeking a highly motivated and experienced Vice President to support the management of our $1.The Vice President will play a pivotal role in private equity investments-spanning...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Financial Examiner Lead (Director / MD / Partner)

Financial Examiner Lead (Director / MD / Partner)

Rsm Us Llp. • , MD, United States
serp_jobs.job_card.full_time +1
Financial Examiner Lead (Director / MD / Partner) page is loaded## Financial Examiner Lead (Director / MD / Partner)locations : Remotetime type : Full timeposted on : Posted Todayjob requisition id : J...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Therapist (LCSW-C, LCPC, LCMFT)

Licensed Therapist (LCSW-C, LCPC, LCMFT)

LifeStance Health • Wye Mills, MD, US
serp_jobs.job_card.full_time +1
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_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP, Financial Consultant- Annapolis, MD

VP, Financial Consultant- Annapolis, MD

Charles Schwab • ANNAPOLIS, MD, United States
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 industry togeth...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Manager / Director Partnership Capital Consulting

Manager / Director Partnership Capital Consulting

CliftonLarsonAllen • Baltimore, MD, US
serp_jobs.job_card.full_time
Manager / Director Partnership Consulting.CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP, Financial Consultant- Annapolis, MD (Hiring Immediately)

VP, Financial Consultant- Annapolis, MD (Hiring Immediately)

Charles Schwab • ANNAPOLIS, MD, US
serp_jobs.job_card.full_time
At Schwab, youre 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....serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Vice President, Financial Learning Solutions and Innovation

Vice President, Financial Learning Solutions and Innovation

Finance Inc. • Baltimore, MD, United States
serp_jobs.job_card.full_time
Vice President, Financial Learning Solutions and Innovation.The New York Institute of Finance (NYIF), a premier provider of finance education and professional certifications, is seeking an innovati...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP Sales, Global Growth

VP Sales, Global Growth

Flywheel Digital • Baltimore, MD, US
serp_jobs.job_card.full_time
Flywheel Digital is searching for a VP, Global Growth to drive the next chapter of revenue acceleration with our most strategic enterprise clients. Reporting to our Chief Revenue Officer (CRO), you'...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Therapist (LCSW / LPCMH / LMFT)

Licensed Therapist (LCSW / LPCMH / LMFT)

LifeStance Health • Millington, MD, 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_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Travel Board Certified Behavioral Analyst (BCBA)

Travel Board Certified Behavioral Analyst (BCBA)

Princeton Staffing Solutions • Easton, MD, US
serp_jobs.job_card.full_time +1
Princeton Staffing Solutions is seeking a travel Board Certified Behavioral Analyst (BCBA) for a travel job in Easton, Maryland. Job Description & Requirements.Board Certified Behavioral Analyst...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Consultant

Investment Consultant

Bolton Partners, Inc. • Towson, MD, US
serp_jobs.job_card.full_time
Bolton is an independent, full-service consulting firm with more than four decades of experience delivering actuarial, benefits, investment, compensation, communications, and HR consulting.Bolton's...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Deputy Director of Budget and Finance - Office of Council President

Deputy Director of Budget and Finance - Office of Council President

City of Baltimore • Baltimore, MD, US
serp_jobs.job_card.full_time
Deputy Director Of Budget And Finance.This is a non-civil service position with the City of Baltimore, Office of City Council. The salary range is $79,507 - $127,043, with a starting salary range of...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Vice President Finance

Vice President Finance

Keller North America, Inc. • USA, Maryland, Hanover
serp_jobs.job_card.full_time +1
Keller is the world leader in geotechnical construction and deep foundations.With a North American presence of over 100 years, we operate as the market leader with over 50 offices throughout the U....serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30
Vice President Finance

Vice President Finance

KELLER - North America • Hanover, MD, United States
serp_jobs.job_card.temporary
Overview Keller is the world leader in geotechnical construction and deep foundations.With a North American presence of over 100 years, we operate as the market leader with over 50 offices through...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Clinical Social Worker

Licensed Clinical Social Worker

SENIOR CARE THERAPY • Chestertown, MD, US
serp_jobs.job_card.full_time +1
Licensed Clinical Social Worker LCSW.Are you passionate about working with an underserved and rewarding population? Looking for a clinical role without the administrative burden, and one that offer...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Vice President of Finance

Vice President of Finance

Sage Ventures • Pikesville, MD, US
serp_jobs.job_card.full_time
Vice President Of Finance Real Estate Development.Location : Pikesville, Maryland.Sage Ventures is a vertically integrated real estate development and construction company based in Maryland.We spec...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
VP, Rules Management Coverage

VP, Rules Management Coverage

Morgan Stanley • Baltimore, MD, US
serp_jobs.job_card.full_time
The role will focus on Global Rules Management for Third Party, Fraud, Business Disruption and Operational Resilience and resides within the Non-Financial Risk (NFR) department, a Second Line of De...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Leasing Consultant- Admiral Oaks (Bilingual-Spanish) Annapolis, MD.

Leasing Consultant- Admiral Oaks (Bilingual-Spanish) Annapolis, MD.

Enterprise Community Partners • Annapolis, MD, United States
serp_jobs.job_card.full_time
We support community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of government, and build and manage communities ourselve...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted