Talent.com
VP, Financial Consultant- Austin (Bee Cave), TX

VP, Financial Consultant- Austin (Bee Cave), TX

Charles SchwabBEE CAVE, 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.

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.

    • 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 :

  • 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

    • 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 :

  • 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 • BEE CAVE, TX, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationSan Marcos, 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_30
    • serp_jobs.job_card.promoted
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    IntuitLeander, 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
    Financial Leadership Partner - CFO Consultant

    Financial Leadership Partner - CFO Consultant

    The Herring GroupAustin, TX, US
    serp_jobs.job_card.full_time
    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 prof...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Vice President, Asset Management

    Vice President, Asset Management

    AmherstAustin, TX, US
    serp_jobs.job_card.full_time
    Vice President, Acquisitions & Asset Management Austin, TX.Amherst is revolutionizing the way U.Driven by data, analytics, and technology, Amherst has a 20-year history of anticipating where the n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    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
    VP, Financial Consultant- Austin (Bee Cave), TX

    VP, Financial Consultant- Austin (Bee Cave), TX

    Charles SchwabAustin, 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
    • serp_jobs.job_card.promoted
    SAP Financial Consultant

    SAP Financial Consultant

    VirtualVocationsAustin, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for an SAP Financial Consultant to design, implement, and support SAP financial solutions.Key Responsibilities Lead and support SAP FI / CO module implementations, including re...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Solutions Consultant - Financial Services

    Senior Solutions Consultant - Financial Services

    Appian CorporationAustin, TX, US
    serp_jobs.job_card.full_time
    We set high standards and live up to them, ensuring that everything we do is done with care and quality.We approach every challenge with ambition and commitment, holding ourselves and each other ac...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 AnnotationSan Marcos, 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_30
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    IntuitGEORGETOWN, Texas, 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
    Therapist Physical 1

    Therapist Physical 1

    Baylor Scott & White HealthMarble Falls, TX, US
    serp_jobs.job_card.full_time
    Physical Therapist - Marble Falls, Texas.Location - 800 West Hwy 71, Marble Falls, 78654.Facility - Marble Falls Medical Center. Shift / Schedule : FT (8) hours per day.Here at Baylor Scott & White...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • 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
    VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

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

    Charles SchwabMonadale, TX, US
    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
    VP of Sales US

    VP of Sales US

    Kahoot!Austin, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Kahoot! is seeking a VP of Sales US to drive our enterprise strategy and accelerate revenue growth across the Americas for EDU and Work segments. This pivotal role offers the opportunity to lead our...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    VP of Financial Products

    VP of Financial Products

    VirtualVocationsAustin, Texas, United States
    serp_jobs.job_card.full_time
    A company is looking for a VP / SVP of Financial Products to lead product strategy for healthcare financial solutions.Key Responsibilities Conduct market research and analysis to identify trends an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Investment Consultant - Austin, TX (Bee Cave)

    Investment Consultant - Austin, TX (Bee Cave)

    Charles SchwabAustin, 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
    • serp_jobs.job_card.promoted
    Tax Expert

    Tax Expert

    IntuitGEORGETOWN, Texas, 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
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitGEORGETOWN, Texas, 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
    Financial Representative Trainee (Sales) - Austin, TX

    Financial Representative Trainee (Sales) - Austin, TX

    Mutual of OmahaManchaca, TX, United States
    serp_jobs.job_card.full_time
    Financial Representative Trainee (Sales) - Austin, TX.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the financ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required

    Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required

    IntuitLeander, 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_hours