Talent.com
serp_jobs.error_messages.no_longer_accepting
VP, Financial Consultant - Knoxville, TN

VP, Financial Consultant - Knoxville, TN

Charles SchwabKnoxville, TN, US
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

n 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 Professionals' Compensation | Charles Schwab

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

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

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 • Knoxville, TN, US

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
Vice President of Strategic Partnerships

Vice President of Strategic Partnerships

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a VP, Strategic Partnerships.Key Responsibilities Grow the business by establishing targets and leading client engagement strategies Drive client retention and growth by...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Vice President of Property Management Accounting

Vice President of Property Management Accounting

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a VP - Property Management Accounting - Remote.Key Responsibilities Oversee the financial operations and accounting functions for property management Develop and impleme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
VP of Strategic Sales

VP of Strategic Sales

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a VP of Strategic Sales to drive new business growth on the West Coast.Key Responsibilities Achieve and exceed Annual Recurring Revenue objectives while forecasting reven...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Washington CPA Interim Controller

Washington CPA Interim Controller

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.temporary
A company is looking for an Interim Controller to oversee accounting and tax operations for a seven-month engagement.Key Responsibilities Oversee all accounting functions including month-end clos...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Investor Services Consultant

Investor Services Consultant

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for an Investor Services Consultant.Key Responsibilities Coordinate investor onboarding processes and maintain accurate records in client systems Manage ongoing account acti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
VP of Financial Planning

VP of Financial Planning

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a VP of Financial Planning & Analysis.Key Responsibilities Manage the annual and long-range financial planning and budgeting process, improving efficiency and transparenc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Sales VP

Sales VP

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a Sales VP- Direct.Key Responsibilities Drive growth by selling technology and services to large and mid-market employers Cultivate relationships with customers, consult...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Vice President of Consumer Management

Vice President of Consumer Management

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a Vice President of Consumer Category Management.Key Responsibilities Develop and execute the category management strategy, establishing vision and operating model Own a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Vice President of Fiber Solutions

Vice President of Fiber Solutions

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a Vice President of Fiber Connectivity - Data Acquisition and Transmission.Key Responsibilities Own the P&L for the complete Fiber cable and connectivity product portfoli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
Sales Enablement Vice President

Sales Enablement Vice President

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for an AVP Sales Enablement Excellence to lead a high-performing team in equipping sales and account management teams with insights, tools, and strategies for growth and client...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Workday Financials Lead

Workday Financials Lead

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a Workday FDM / Financial Lead.Key Responsibilities Lead at least two full life cycle Workday projects as the FDM lead Facilitate design sessions, conduct GL conversions, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
CPA Licensed VP Controller

CPA Licensed VP Controller

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a VP, Controller to plan and direct the accounting operations.Key Responsibilities Oversee corporate operations of the Finance Department, including financial reporting a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
VP of Product Marketing

VP of Product Marketing

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a VP, Product Marketing to lead and grow their Product Marketing team.Key Responsibilities Own and enhance product positioning and messaging through market and customer i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Financial Benefits Consultant (FINRA Licensed)

Financial Benefits Consultant (FINRA Licensed)

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Benefits Consultant to assist clients in achieving their financial wellness goals.Key Responsibilities Build and maintain strong relationships with high-incom...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
SVP of Managed Account Solutions

SVP of Managed Account Solutions

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a Senior Vice President to lead managed account solutions.Key Responsibilities Own the vision, strategy, and P&L of managed account solutions Lead a team to optimize exi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Vice President Surety

Vice President Surety

Diedre Moire Corp.Knoxville, TN, US
serp_jobs.job_card.full_time
VP Underwriting Management Contract Surety - Knoxville, TN VP Vice President Executive Director Program Manager Product Manager Underwriter Underwriting Manager Team Leader Commercial Contract Sure...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
VP of Commercial Contracting

VP of Commercial Contracting

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a VP, Commercial Contracting to oversee and expand the global contracting function.Key Responsibilities Define and execute the company's global commercial contracting vis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
CPA Licensed Global Controller

CPA Licensed Global Controller

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a SVP and Controller.Key Responsibilities Oversee global financial accounting, reporting, and internal control functions Design and maintain a global internal control fr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Sales Vice President

Sales Vice President

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a VP, Sales to drive growth and expand its market presence in enterprise digital transformation initiatives. Key Responsibilities Drive targeted go-to-market strategies to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Vice President of Consultant Relations

Vice President of Consultant Relations

VirtualVocationsKnoxville, Tennessee, United States
serp_jobs.job_card.full_time
A company is looking for a Vice President, Consultant Relations.Key Responsibilities Develop and strengthen relationships with senior leaders across top-tier consulting firms Partner with Sales ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day