Talent.com
serp_jobs.error_messages.no_longer_accepting
VP Financial Consultant - Pasadena, CA (PASADENA)

VP Financial Consultant - Pasadena, CA (PASADENA)

Charles SchwabPASADENA, CA, 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 tohelping clients own their financial futures. In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You'll alsohavethe ability totake charge of your own professional journey with oursupportive, 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 teamsetting, 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.
  • 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
  • PDN-a009de52-1b7c-472b-938d-43647bbfa576

    serp_jobs.job_alerts.create_a_job

    Financial Consultant • PASADENA, CA, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    VP Financial Consultant - Pasadena, CA

    VP Financial Consultant - Pasadena, CA

    Charles SchwabPasadena, CA, United States
    serp_jobs.job_card.full_time
    Click the link below to review our Investment Professionals incentive structure.Investment Professionals Compensation | Charles Schwab. At Schwab, youre empowered to make an impact on your career.He...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    VP, Financial Consultant- Brea, CA

    VP, Financial Consultant- Brea, CA

    Charles SchwabBREA, CA, United States
    serp_jobs.job_card.full_time
    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 commitm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Financial Consultant - Irvine, CA

    Financial Consultant - Irvine, CA

    Fidelity InvestmentsChino, CA, 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_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Financial Consultant - Thousand Oaks, CA

    Financial Consultant - Thousand Oaks, CA

    Fidelity InvestmentsLos Angeles, CA, 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_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    VP of Financial Planning

    VP of Financial Planning

    VirtualVocationsOrange, California, 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
    CPA Licensed VP Controller

    CPA Licensed VP Controller

    VirtualVocationsBurbank, California, 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_1_day
    • serp_jobs.job_card.promoted
    Citi Wealth - VP, Portfolio Consultant

    Citi Wealth - VP, Portfolio Consultant

    CitigroupGlendale, CA, US
    serp_jobs.job_card.full_time
    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_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    VP FINANCE

    VP FINANCE

    JobotIrvine, CA, US
    serp_jobs.job_card.full_time
    Vice President of Finance for growing lifestyle brand.This Jobot Job is hosted by : Lori Nelson.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $2...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)

    VirtualVocationsIrvine, California, 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
    • serp_jobs.job_card.new
    VP, Financial Consultant - Century City, CA

    VP, Financial Consultant - Century City, CA

    Charles SchwabPasadena, CA, US
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    VP, FP&A

    VP, FP&A

    TOMSCulver City, CA, US
    serp_jobs.job_card.permanent
    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_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investor Services Consultant

    Investor Services Consultant

    VirtualVocationsVan Nuys, California, 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
    Oracle Financials Consultant

    Oracle Financials Consultant

    VirtualVocationsOntario, California, 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 for accurate journal posting and rec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Consultant- Century City, CA

    Financial Consultant- Century City, CA

    Fidelity InvestmentsLong Beach, CA, 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_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Financial Consultant- Newport Beach, CA

    Financial Consultant- Newport Beach, CA

    Fidelity InvestmentsCorona, CA, 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_moreserp_jobs.last_updated.last_updated_less
    • serp_jobs.job_card.promoted
    VP, Financial Consultant- Newport Beach, CA

    VP, Financial Consultant- Newport Beach, CA

    Charles SchwabNewport Beach, CA, 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
    Financial Analysis Consultant

    Financial Analysis Consultant

    Pacific LifeNewport Coast, CA, US
    serp_jobs.job_card.full_time
    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Clinical Social Worker

    Clinical Social Worker

    California Department of Corrections and RehabilitationALTADENA, California, US
    serp_jobs.job_card.full_time
    Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape. California Correctional Health Care Services (C...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

    VirtualVocationsOrange, California, 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
    • serp_jobs.job_card.promoted
    Washington CPA Interim Controller

    Washington CPA Interim Controller

    VirtualVocationsMission Viejo, California, 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