Talent.com
VP, Financial Consultant- Alexandria, VA
VP, Financial Consultant- Alexandria, VACharles Schwab • Alexandria, VA, United States
serp_jobs.error_messages.no_longer_accepting
VP, Financial Consultant- Alexandria, VA

VP, Financial Consultant- Alexandria, VA

Charles Schwab • Alexandria, VA, 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 I 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 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 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 insuranceaa415a4b-8b21-40fc-a65c-70d2b25ca29a

serp_jobs.job_alerts.create_a_job

Financial Consultant • Alexandria, VA, United States

Job_description.internal_linking.related_jobs
Senior Financial Consultant (Georgia Avenue / Olney)

Senior Financial Consultant (Georgia Avenue / Olney)

Atlantic Union Bank • Olney, MD, United States
serp_jobs.job_card.full_time
This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consult...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Financial Consultant (Alexandria)

Senior Financial Consultant (Alexandria)

Atlantic Union Bank • Reston, VA, United States
serp_jobs.job_card.full_time
This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consult...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
VP of Strategic Sales

VP of Strategic Sales

VirtualVocations • Alexandria, Virginia, 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_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Investor Services Consultant

Investor Services Consultant

VirtualVocations • Alexandria, Virginia, 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_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CPA Financial Controller

CPA Financial Controller

VirtualVocations • Alexandria, Virginia, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Controller - Healthcare to lead its accounting and financial operations.Key Responsibilities Oversee core accounting functions, ensuring accuracy and complian...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Vice President of Fiber Solutions

Vice President of Fiber Solutions

VirtualVocations • Alexandria, Virginia, 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 port...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Finance Director

Finance Director

VirtualVocations • Alexandria, Virginia, United States
serp_jobs.job_card.full_time
A company is looking for a Director of Finance & Accounting.Key Responsibilities Serve as lead accountant for client businesses and oversee client team to ensure value and insights are delivered ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Financial Manager CBDP (Top Secret Clearance Required)

Senior Financial Manager CBDP (Top Secret Clearance Required)

St. Michael's Inc. • Fort Belvoir, VA, United States
serp_jobs.job_card.full_time
Do you currently hold an active Top Secret clearance (TS / SCI preferred)? Do you have extensive experience with audit, accounting, and DoD Planning, Programming, Budgeting, and Execution (PPBE)? Do ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Financial Consultant (Fredericksburg Market)

Senior Financial Consultant (Fredericksburg Market)

Atlantic Union Bank • Fredericksburg, VA, United States
serp_jobs.job_card.full_time
This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consult...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
CPA Licensed VP Controller

CPA Licensed VP Controller

VirtualVocations • Rockville, Maryland, 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_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP of Financial Planning

VP of Financial Planning

VirtualVocations • Washington, District of Columbia, 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_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant - Bethesda, MD

Financial Consultant - Bethesda, MD

Fidelity Investments • Bethesda, MD, United States
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_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote VP Client Consulting

Remote VP Client Consulting

VirtualVocations • Washington, District of Columbia, United States
serp_jobs.filters.remote
serp_jobs.job_card.full_time
A company is looking for a VP Client Consulting to work remotely from anywhere in the U.Key Responsibilities Understand client business objectives and conduct regular advisory meetings to ensure ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
New York Licensed Financial Controller

New York Licensed Financial Controller

VirtualVocations • Washington, District of Columbia, United States
serp_jobs.job_card.full_time
A company is looking for a Controller to oversee accounting operations across US and UK entities.Key Responsibilities Lead the accuracy and timeliness of financial closes for US and UK entities, ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Oracle Financials Consultant

Oracle Financials Consultant

VirtualVocations • Alexandria, Virginia, United States
serp_jobs.job_card.full_time
A company is looking for an Oracle Financials Techno-Functional Consultant.Key Responsibilities Analyze and document P2P and sub-ledger to GL functional flows, ensuring accurate journal posting a...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Analyst IV

Financial Analyst IV

VirtualVocations • Alexandria, Virginia, United States
serp_jobs.job_card.full_time
A company is looking for a Financial Analyst IV - FP&A.Key Responsibilities Assist in reviewing financial results and prepare financial presentations Drive the annual budgeting process and condu...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Investment Consultant - Arlington, VA

Investment Consultant - Arlington, VA

Fidelity Investments • Arlington, VA, US
serp_jobs.job_card.full_time
Investment Consultant – Arlington, VA.Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowl...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
VP Policy and Advocacy

VP Policy and Advocacy

Blue Cross Blue Shield Association • Washington, DC, United States
serp_jobs.job_card.full_time
This role will lead BCBSA's federal and state advocacy efforts, driving the development and promotion of policy solutions that align with the organization's strategic goals.This executive role comb...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Benefits Consultant (FINRA Licensed)

Financial Benefits Consultant (FINRA Licensed)

VirtualVocations • Alexandria, Virginia, 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_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Analyst

Financial Analyst

The Aerospace Corporation • Chantilly, VA, United States
serp_jobs.job_card.full_time
The Aerospace Corporation is the trusted partner to the nation's space programs, solving the hardest problems and providing unmatched technical expertise. As the operator of a federally funded resea...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted