Talent.com
serp_jobs.error_messages.no_longer_accepting
VP, Financial Consultant - Chicago, IL (Wacker Drive)

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

Charles SchwabChicago, Illinois, US
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

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')

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.

    • 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 (' / 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

    Financial Chicago Il • Chicago, Illinois, US

    Job_description.internal_linking.related_jobs
    • 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
    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_30
    • serp_jobs.job_card.promoted
    Vice President of Financial Planning & Analysis (FP&A)

    Vice President of Financial Planning & Analysis (FP&A)

    ClaycoChicago, IL, US
    serp_jobs.job_card.full_time
    Vice President of Financial Planning & Analysis (FP&A).Clayco, located in Chicago, IL, United States, is seeking a Vice President of Financial Planning and Analysis. This newly created role will lea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Chicago Vice President Transformation

    Chicago Vice President Transformation

    Accordion PartnersChicago, IL, United States
    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_30
    • serp_jobs.job_card.promoted
    Region VP, Finance

    Region VP, Finance

    SyscoDes Plaines, IL, United States
    serp_jobs.job_card.full_time
    This is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by perf...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Financial Planning Director - Mid America Region

    Vice President, Financial Planning Director - Mid America Region

    Morgan StanleyOrland Park, IL, US
    serp_jobs.job_card.full_time
    Morgan Stanley Wealth Management Financial Planning Director.Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    VP, Financial Consultant - Oak Brook, IL

    VP, Financial Consultant - Oak Brook, IL

    Charles SchwabOAK BROOK, 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_variable_days
    • serp_jobs.job_card.promoted
    Service VP

    Service VP

    Canon U.S.A., Inc.Itasca, IL, United States
    serp_jobs.job_card.full_time
    Canon USA's Service organization is seeking a Service Vice President accountable for providing direction to and inspection of the processes, policies and activities of the Zone Field Service organi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sys VP Financial Systems

    Sys VP Financial Systems

    Common Spirit HealthChicago, IL, US
    serp_jobs.job_card.full_time
    The posted compensation range of $104.CommonSpirit in good faith believes it might pay for this particular job, based on the circumstances at the time of posting. CommonSpirit may ultimately pay mor...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, United States
    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_30
    • serp_jobs.job_card.promoted
    Financial Analyst I

    Financial Analyst I

    MindlanceNorth Chicago, IL, US
    serp_jobs.job_card.full_time
    Advance your career with Mindlance!.We have been connecting talented IT professionals with world-class companies since 1999. Mindlance is here to help you to find the perfect fit with just the right...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • 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
    Vice President, FP&A

    Vice President, FP&A

    Aeris CommunicationsChicago, IL, US
    serp_jobs.job_card.full_time
    For more than three decades, Aeris has been a trusted cellular IoT leader enabling the biggest IoT programs and opportunities across Automotive, Utilities and Energy, Fleet Management and Logistics...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Investment Banking

    Vice President, Investment Banking

    Fifth Third BankChicago, IL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Provide leadership in the pitc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    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
    Financial Consultant - Naperville, IL

    Financial Consultant - Naperville, IL

    Fidelity InvestmentsNaperville, IL, 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
    Financial Consultant - Orland Park, IL

    Financial Consultant - Orland Park, IL

    Fidelity InvestmentsOrland Park, IL, 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
    Vice President, US Financial Services Solutions

    Vice President, US Financial Services Solutions

    TransUnionChicago, IL, US
    serp_jobs.job_card.full_time
    At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way.We encourage everyone to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Consultant - Schaumburg, IL

    Financial Consultant - Schaumburg, IL

    Fidelity InvestmentsSchaumburg, IL, 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
    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, 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 Professio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    VP, Financial Planning & Analysis

    VP, Financial Planning & Analysis

    Ryan SpecialtyChicago, IL, US
    serp_jobs.job_card.full_time
    Vice President, Financial Planning And Analysis.The Vice President, Financial Planning and Analysis provides advice and guidance to leaders on future financial plans, investigates ways to improve p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30