TieTalent
VP, Financial Consultant - San Francisco, CA
TieTalent, San Bruno, California, United States, 94066
Overview
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. Join to apply for the
VP, Financial Consultant - San Francisco, CA
role at
TieTalent
1 day ago Be among the first 25 applicants
Join to apply for the
VP, Financial Consultant - San Francisco, CA
role at
TieTalent
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Position Type:
Regular
Your opportunity
In 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 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 addition 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 purpose-driven, 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:
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries: Technology, Information and Internet
Referrals increase your chances of interviewing at TieTalent by 2x
Sign in to set job alerts for “Vice President Finance” roles.
San Francisco, CA $250,000.00-$275,000.00 2 days ago
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Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. Join to apply for the
VP, Financial Consultant - San Francisco, CA
role at
TieTalent
1 day ago Be among the first 25 applicants
Join to apply for the
VP, Financial Consultant - San Francisco, CA
role at
TieTalent
Get AI-powered advice on this job and more exclusive features.
Position Type:
Regular
Your opportunity
In 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 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 addition 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 purpose-driven, 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:
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
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries: Technology, Information and Internet
Referrals increase your chances of interviewing at TieTalent by 2x
Sign in to set job alerts for “Vice President Finance” roles.
San Francisco, CA $250,000.00-$275,000.00 2 days ago
Related roles
Chief Financial Officer, Athletics (0213U) #80841
Gap Inc. Vice President of Product - HR, Finance, and Corporate Services
San Francisco, CA $255,300.00-$351,100.00 3 months ago
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Vice President, Financial & Technology Communications
Working Capital & Trade Finance - Vice President or Associate (various locations)
San Francisco, CA $125,000.00-$200,000.00 1 month ago
Oakland, CA $180,000.00-$220,000.00 2 weeks ago
San Francisco, CA $175,000.00-$200,000.00 1 month ago
San Francisco, CA $250,000.00-$325,000.00 1 month ago
Palo Alto, CA $340,000.00-$380,000.00 2 weeks ago
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Oakland, CA $225,000.00-$250,000.00 1 month ago
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San Francisco, CA $320,000.00-$380,000.00 3 days ago
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VP, Financial Consultant - Sunnyvale, CA
San Francisco, CA $155,000.00-$185,000.00 2 months ago
Oakland, CA $135,703.00-$159,650.00 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr