Talent.com
VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

Charles SchwabHutto, TX, 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

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

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.
  • 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

    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    Investment Professionals' Compensation | Charles Schwab ('https : / / www.schwab.com / legal / compensation-advice / investment-professionals-compensation')

    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 :

  • 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

    Consultant Austin Tx • Hutto, TX, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitTaylor, TX, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Vice President - Wealth Management

    Vice President - Wealth Management

    Realized Holdings IncAustin, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Vice President – Wealth Management Company : .Realized Financial Classification : Exempt Position Type : Full Time Reports to : Stephanie Elliott Date Job Description Revised : 09 / 12 / 2024 Job Summa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitTaylor, TX, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Physical Therapist

    Physical Therapist

    Delta CompaniesBee Cave, TX, United States
    serp_jobs.job_card.full_time
    PT needed in Beehave, Texas suburb of Austin .Position is for 40 hours a week for 13 weeks.Monday-Friday 8-5, no weekends or on call. Client wants someone with experience.Ready to interview quickly ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Consultant - Austin, TX

    Financial Consultant - Austin, TX

    North Star Resource GroupAustin, TX, US
    serp_jobs.job_card.full_time
    Financial Consultant - Austin, TX.North Star Resource Group is looking to find a candidate for a financial consultant position in Austin, TX. We are looking for a recent college graduate or a more e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationRound Rock, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    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 q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert

    Tax Expert

    IntuitTaylor, TX, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    VP of Social Impact

    VP of Social Impact

    Beyond FinanceAustin, TX, US
    serp_jobs.job_card.full_time
    At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized ca...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    SVP of Business TransformationNewAustin

    SVP of Business TransformationNewAustin

    Beyond FinanceAustin, TX, US
    serp_jobs.job_card.full_time
    SVP Of Business Transformation.At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future.Through c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Financial Leadership Partner - CFO Consultant

    Financial Leadership Partner - CFO Consultant

    The Herring GroupAustin, TX, US
    serp_jobs.filters.remote
    serp_jobs.job_card.part_time
    serp_jobs.filters_job_card.quick_apply
    Join a team innovating the way financial leadership is provided to small and medium-sized businesses.At The Herring Group, we’re not just growing, we’re on a mission to improve the profitability of...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    RN-Patient Navigator - NICU

    RN-Patient Navigator - NICU

    AscensionElgin, TX, United States
    serp_jobs.job_card.full_time
    Schedule : Monday- Friday 40 hours a week on site.Various health insurance options & wellness plans.Retirement benefits including employer match plans. Long-term & short-term disability.Employee assi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

    VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

    Charles SchwabTaylor, TX, United States
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Vice President of Finance

    Vice President of Finance

    JC Davis Ventures LLC dba JC Davis PowerAustin, Texas, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Powering a jobsite shouldn’t be a hassle.But too often, crews are left waiting, equipment breaks down, vendors go dark, and deadlines slip. We started JC Davis Power to fix all of that.We’re a full-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationTemple, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    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 q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Associate

    Tax Associate

    IntuitKilleen, TX, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitKilleen, TX, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationCedar Park, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    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 q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    BCBA

    BCBA

    Action Behavior CentersLeander, TX, United States
    serp_jobs.job_card.full_time
    Join Action Behavior Centers as a BCBA.And we commit to a response within 24 hours.Ability to earn even more if maximizing bonus opportunities. Bonuses kick in at just 26 hours of treatment delivery...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Associate - 2+ Yrs Paid Tax Experience Required

    Tax Associate - 2+ Yrs Paid Tax Experience Required

    IntuitTaylor, TX, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationTemple, Texas
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    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 q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days