Talent.com
serp_jobs.error_messages.no_longer_accepting
VP, Financial Consultant- Virginia Beach, VA

VP, Financial Consultant- Virginia Beach, VA

Charles SchwabVIRGINIA BEACH, VA, United States
job_description.job_card.30_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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 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, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

    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
  • Tuition reimbursement
  • Health, dental, and vision insurance
  • Investment Professionals' Compensation | Charles Schwab

    Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage origina tions must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

  • 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 • VIRGINIA BEACH, VA, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Senior Consultant, Portfolio Management

    Senior Consultant, Portfolio Management

    VirtualVocationsChesapeake, Virginia, United States
    serp_jobs.job_card.full_time
    Consultant, Portfolio Management.Key Responsibilities Support technology enhancements and guide prioritization of tool and system improvements Lead the development of strategic business requirem...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Interim Senior Financial Analyst

    Interim Senior Financial Analyst

    VirtualVocationsVirginia Beach, Virginia, United States
    serp_jobs.job_card.temporary
    A company is looking for an Interim Senior FP&A Analyst to assist with financial planning and analysis within the Corporate FP&A function. Key Responsibilities Participate in annual planning, long...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    VP of Estimating

    VP of Estimating

    CyberCodersVirginia Beach, VA, US
    serp_jobs.job_card.full_time
    The VP of Estimating will oversee the estimating department and lead the development and implementation of cost estimation processes and strategies. This role is essential in ensuring accurate budge...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Finance Executive

    Finance Executive

    VirtualVocationsNorfolk, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for a Head of Finance.Key Responsibilities : Develop and lead the overall financial strategy, including annual planning and capital allocation Act as a strategic partner to t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Payments Partnerships Manager

    Payments Partnerships Manager

    VirtualVocationsNorfolk, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for a Payments Partnerships Manager, Acquiring.Key Responsibilities Lead and negotiate commercial agreements for scalable growth opportunities Develop and manage strategic a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Controller - HSC

    Controller - HSC

    HowmetHampton, VA, United States
    serp_jobs.job_card.full_time
    One Howmet Drive, Hampton, VA, 23661, US.Remote Work Schedule Availability?.This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Idaho Licensed Senior Financial Analyst

    Idaho Licensed Senior Financial Analyst

    VirtualVocationsNewport News, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Financial Analyst.Key Responsibilities Analyze and report on clinician compensation systems and financial trends Ensure accurate reconciliation and administrati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Accounting Supervisor

    Accounting Supervisor

    VirtualVocationsChesapeake, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for an Accounting Supervisor.Key Responsibilities Lead the monthly financial close process, including journal entry review and account reconciliations Prepare financial info...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Global Portfolio Director

    Global Portfolio Director

    VirtualVocationsNorfolk, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for a Globalize Portfolio Director to develop and implement a Globalize Post Production Platform strategy for an assigned client portfolio. Key Responsibilities Develop and im...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

    VirtualVocationsVirginia Beach, Virginia, 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
    Financial Analyst IV

    Financial Analyst IV

    VirtualVocationsNewport News, 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_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    FP&A Manager

    FP&A Manager

    VirtualVocationsNewport News, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for an FP&A Manager to lead financial planning and analysis for its Commercial and Go-To-Market business segments. Key Responsibilities Lead and mentor a team of financial ana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Accounts Payable Manager

    Accounts Payable Manager

    VirtualVocationsNewport News, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for an Accounts Payable Manager to oversee the end-to-end accounts payable function.Key Responsibilities Manage and develop the AP team, setting priorities and KPIs Oversee ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    VP of Payor Contracting

    VP of Payor Contracting

    VirtualVocationsChesapeake, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for a VP of Payor Contracting.Key Responsibilities Create and lead a national commercial payor contracting strategy for integrated clinical and DME entities Negotiate new an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Associate Director of Key Accounts

    Associate Director of Key Accounts

    VirtualVocationsNorfolk, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate Director Key Accounts, Remote.Key Responsibilities Support Directors of Key Accounts in achieving sales targets and customer satisfaction Assist in contract...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Manager of Payor Strategy

    Manager of Payor Strategy

    VirtualVocationsVirginia Beach, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for a Manager, Payor Strategy and Contracting.Key Responsibilities Review, redline, and (re)negotiate contracts with commercial and government payors Monitor contract perfor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Business Analyst

    Financial Business Analyst

    VirtualVocationsNewport News, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Business Analyst.Key Responsibilities Conduct in-depth financial analysis, including modeling, budgeting, forecasting, and ROI assessments Evaluate and analy...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Ohio Licensed Accounting Supervisor

    Ohio Licensed Accounting Supervisor

    VirtualVocationsChesapeake, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for an Accounting Supervisor to manage intercompany accounting tasks.Key Responsibilities Perform monthly / quarterly close responsibilities, including journal entries and reco...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Finance Lead

    Finance Lead

    VirtualVocationsVirginia Beach, Virginia, United States
    serp_jobs.job_card.part_time
    A company is looking for a Finance (FP&A) Lead - Part-time or Consultant.Key Responsibilities Lead financial planning, forecasting, and budgeting processes Partner with leadership to provide fin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Chief Investment Officer

    Chief Investment Officer

    VirtualVocationsVirginia Beach, Virginia, United States
    serp_jobs.job_card.full_time
    A company is looking for a Chief Investment Officer to define and lead its investment vision and strategy.Key Responsibilities Oversee a portfolio exceeding $1 billion in annual media billings an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours