Recent Searches

You haven't searched anything yet.

19 VP, Financial Consultant - New York, NY (Midtown) Jobs in New York, NY

SET JOB ALERT
Details...
Charles Schwab
New York, NY | Full Time
$144k-185k (estimate)
7 Days Ago
Charles Schwab
New York, NY | Full Time
$71k-105k (estimate)
2 Months Ago
Charles Schwab
New York, NY | Full Time
$122k-172k (estimate)
9 Months Ago
Charles Schwab
New York, NY | Full Time
$81k-112k (estimate)
3 Months Ago
Luster National, Inc.
New York, NY | Full Time | Contractor
$152k-188k (estimate)
2 Weeks Ago
TestingXperts
New York, NY | Contractor
$98k-124k (estimate)
2 Weeks Ago
Real Hospitality Group
new york, NY | Full Time
$33k-43k (estimate)
1 Week Ago
Real Hospitality Group
New York, NY | Full Time
$33k-43k (estimate)
3 Weeks Ago
Computing Concepts
New York, NY | Temporary | Full Time | Contractor
$85k-105k (estimate)
2 Weeks Ago
Computing Concepts
New York, NY | Temporary | Contractor | Full Time
$78k-103k (estimate)
2 Weeks Ago
CeDent
New York, NY | Full Time
$110k-136k (estimate)
0 Months Ago
CeDent
New York, NY | Full Time
$101k-153k (estimate)
0 Months Ago
CeDent
New York, NY | Full Time
$91k-128k (estimate)
0 Months Ago
VP, Financial Consultant - New York, NY (Midtown)
Charles Schwab New York, NY
$122k-172k (estimate)
Full Time | Securities 9 Months Ago
Save

Charles Schwab is Hiring a VP, Financial Consultant - New York, NY (Midtown) Near New York, NY

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 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 originations 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

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

SALARY

$122k-172k (estimate)

POST DATE

06/09/2022

EXPIRATION DATE

04/06/2024

WEBSITE

aboutschwab.com

HEADQUARTERS

SAN FRANCISCO, CA

SIZE

15,000 - 50,000

FOUNDED

1986

CEO

WALTER W BETTINGER II

REVENUE

$10B - $50B

INDUSTRY

Securities

Show more

Charles Schwab
Full Time
$97k-126k (estimate)
Just Posted
Charles Schwab
Full Time
$74k-100k (estimate)
1 Day Ago
Charles Schwab
Full Time
$94k-125k (estimate)
1 Day Ago

The job skills required for VP, Financial Consultant - New York, NY (Midtown) include Wealth Management, Dedication, Futures, Background Check, Financial Planning, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a VP, Financial Consultant - New York, NY (Midtown). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by VP, Financial Consultant - New York, NY (Midtown). Select any job title you are interested in and start to search job requirements.

For the skill of  Wealth Management
Avior Executive Search
Full Time
$106k-141k (estimate)
1 Month Ago
For the skill of  Dedication
TRKDRVR
Full Time
$52k-66k (estimate)
Just Posted
For the skill of  Futures
Parsons Government Services Inc.
Remote | Full Time
$101k-121k (estimate)
Just Posted
Show more

If you are interested in becoming a VP Financial Consultant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a VP Financial Consultant for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on VP Financial Consultant job description and responsibilities

Responsible for building, maintaining and communicating the Street Model to internal and external constituents.

03/19/2022: Florence, SC

Responsible for creating KPI and dashboard framework such that all KPIs have definitions and are integrated into the Company's financial model.

01/24/2022: Laramie, WY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on VP Financial Consultant jobs

Develop integrated and scalable financial systems that provide highly predictable and understandable financial results.

03/19/2022: Atlanta, GA

Step 3: View the best colleges and universities for VP Financial Consultant.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
Show more