VP, Financial Consultant- Newport Beach, CACharles Schwab • Newport Beach, CA, US
serp_jobs.error_messages.no_longer_accepting
VP, Financial Consultant- Newport Beach, CA
Charles Schwab • Newport Beach, CA, 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_descriptionAbility 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. 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 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
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 :
What’s in it for you :
We offer a competitive benefits package that takes care of the whole you – both today and in the future :
Investment Professionals' Compensation | Charles Schwab
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 :
serp_jobs.job_alerts.create_a_job
Financial Consultant • Newport Beach, CA, US
Job_description.internal_linking.related_jobs
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_more
Get AI-powered advice on this job and more exclusive features.Home From College (H\FC) is redefining how brands connect with the next generation of talent and consumers.
Uber, Poppi, and Etsy, we’re...serp_jobs.internal_linking.show_more
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_more
Citi Wealth - VP, Portfolio Consultant.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll ...serp_jobs.internal_linking.show_more 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_more 
Vice President General Employment Inquiry.Don't see an active opening that fits your background? Submit a general employment inquiry here, and we will keep your application for future openings!.Ev...serp_jobs.internal_linking.show_more
TOMS is in business to improve lives.When you wear or work with TOMS, you help support children's education, health and well-being, giving kids everywhere the gift of better tomorrows.Reporting to ...serp_jobs.internal_linking.show_more
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 togethe...serp_jobs.internal_linking.show_more
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 togethe...serp_jobs.internal_linking.show_more
VP Of Corporate Development & Partnerships.Founded in 2022 by a seasoned leadership team, CHAOS has quickly become the place where world-class multi-disciplinary engineers come to build mission-cri...serp_jobs.internal_linking.show_more
MarshBerry is growing! We are seeking a Vice President for our Investment Banking & Consulting Team in either Woodmere, OH.
Grand Rapids, MI; Dana Point, CA; or Plano, TX.The Vice President leads t...serp_jobs.internal_linking.show_more
VP of Tax (strong experience with Partnerships) needed for well established technology company based in Irvine.This Jobot Job is hosted by : Joseph Calabrese.
Are you a fit? Easy Apply now by clickin...serp_jobs.internal_linking.show_more
Business Banking Consultant Senior.If you want to have a positive impact on underserved small businesses in your community and enjoy building relationships, then a role as a Business Banking Consul...serp_jobs.internal_linking.show_more
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_more
Vice President, BDC Accounting.Oaktree is a leader among global investment managers specializing in alternative investments, with about $200 billion in assets under management.The firm emphasizes a...serp_jobs.internal_linking.show_more
Vice President, Regional Wealth Management Consultant.The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our ...serp_jobs.internal_linking.show_more Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
If you are seeking the first step towards a rich...serp_jobs.internal_linking.show_more 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_more 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_more 
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_more
Financial Consultant - Thousand Oaks, CA
Fidelity Investments • Los Angeles, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP of Enterprise Partnerships
Home From College • Santa Monica, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP, Financial Consultant- Mission Viejo, CA
Charles Schwab • Mission Viejo, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Citi Wealth - VP, Portfolio Consultant
Citigroup • Glendale, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant - Irvine, CA
Fidelity Investments • South El Monte, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Vice President, Consulting Services
Palm Tree • Los Angeles, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP, FP&A
TOMS • Culver City, CA, US
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Consultant- Manhattan Beach, CA
Charles Schwab • El Segundo, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP, Financial Consultant - Brentwood, CA
Charles Schwab • Los Angeles, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP of Corporate Development & PartnershipsHawthorne, California, United States
Chaos Industries • Inglewood, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Vice President, Investment Banking
MarshBerry • Dana Point, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP of Tax (strong experience with Partnerships)
Jobot • Irvine, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Consultant Senior- Business Banking- Vice President
JPMorgan Chase • Whittier, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Consultant- Irvine, CA
Charles Schwab • IRVINE, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Vice President, BDC Financial Reporting
Oaktree Capital Management • Los Angeles, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP, Regional Wealth Management Consultant
American Century Investments • Los Angeles, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investment Consultant- Mission Viejo, CA
Charles Schwab • Mission Viejo, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Financial Consultant- Century City, CA
Fidelity Investments • Los Angeles, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant- Newport Beach, CA
Fidelity Investments • Trabuco Canyon, CA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP of Social Impact
Beyond Finance • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted