VP, Financial Consultant - Career Networking Event - Jacksonville, FL

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Job ID:
0807-35527
Job Category:
Financial Consultant
Relevant Work Experience:
Business Development and Sales-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs
Current Licenses / Certifications:
FINRA Series 66, FINRA Series 7
Position Located In:
FL - Jacksonville
Education:
BA/BS
Job Type:
Full Time
Description:

Jacksonville - FL, BRFLJV, 4853 Town Center Parkway, 32246
Denise Kathy Cannon
0807-35527

 

                                                        Branch Career Networking Event

                                                                        Jacksonville, FL  

 

Are you interested in learning more about Charles Schwab’s culture and what it’s like to work within our Branch Network? Are you interested in learning more about specific positions within the Branch Network?

We invite you to submit your interest in attending our 2017 Branch Career Networking Event in our Jacksonville, FL Branch on the evening of Thursday, October 5, 2017.

At this event, you will:

  • Learn first-hand from our local Branch employees about the challenges and rewards of being a Schwabbie.
  • Learn more about our Branch Network and how we work with our diverse client base.
  • Learn more about Charles Schwab’s inclusive culture.
  • Have your questions answered about training, career development and the recruitment process.
  • Enjoy meaningful networking time with the Schwab team.

This Career Networking Event will be to learn more about multiple Branch Network opportunities which will be available in the Jacksonville area.

By applying to the role that interests you, you are expressing your interest in attending our event. All resumes will be reviewed and evaluated based on the required qualifications of the role.

Personal invitations will be extended to those meeting the job requirements. Invitations will include all event details. 

The last day to express interest will be Friday, September 29th.

Please review job description below:

Since day one, Schwab has set out to challenge the status quo, looking for ways to offer our clients more value and a better experience. Our modern approach to wealth management can help our clients take ownership of their financial futures. WE BELIEVE in the power of investing, which helps turn earners into owners. WE ARE champions of investors and look at the world through our clients’ eyes. WE OFFER investors a contemporary, full-service approach to build and manage their wealth. This is how we help investors, advisors, employers, and employees take ownership of their futures. 

YOUR AMBITION CAN TAKE YOU TO A BETTER PLACE.

As a Schwab Financial Consultant, you’ll need an entrepreneurial spirit and a passion for building a growing practice focused on client needs. If you are looking to build relationships with your clients by listening to their goals and providing objective advice and solutions that are clear, relevant, and actionable, you may be ready for a career worth owning. 

Schwab Financial Consultants:

  • Are launched with a practice of existing Schwab clients that they build upon with the full backing, support, and extensive resources of Schwab.
  • Are compensated for the solutions and value they deliver to clients.
  • Partner with specialists across the company who help them achieve their personal and professional goals, which are always set high and client-focused. 

WHAT YOU’LL DO:

The Financial Consultant position is part of our Branch Network, which is responsible for providing wealth management and financial planning advice to individuals and families. Managing wealth on behalf of our clients may include: retirement planning, education planning, investment management, and estate planning, as well as partnering with specialists to offer banking, insurance, and lending solutions. In this capacity, the Financial Consultant is responsible for providing an exceptional investor experience for clients with more than $250,000 in assets. Financial Consultants also focus on developing referrals as well as increasing net asset flow and offering advised solutions. 

WHAT YOU HAVE:

  • A desire to change the way you look at your career
  • An entrepreneurial spirit and drive
  • A compass that points toward doing right by clients at every opportunity
  • A minimum of four years’ financial services experience working with retail clients, with proven success in providing advice and consultation, and in managing, developing, and expanding client relationships
  • Strong industry and market knowledge
  • Excellent consultative, interpersonal, and communication skills 

WHAT YOU’LL GET:

Extensive training that goes deeper than numbers and products

  • An initial practice with existing Schwab clients to grow on your terms
  • A modern infrastructure and an extensive network of products and specialists to help you grow your practice
  • A collaborative, supportive work environment
  • Extensive support in the form of coaching, continuing education, and marketing support
  • Everyday Wellness: Healthy Rewards, Healthy Choices, Wellness Champions
  • Financial fitness: 401(k) match, employee discounts, personalized advice, brokerage discounts
  • Work/life balance: Sabbatical, New Mothers Returning to Work Program, tuition reimbursement programs, time off to volunteer
  • Inclusion: Employee resource groups, commitment to diversity, strategic partnerships
  • Not just a job, but a career worth owning, with an opportunity to do the best work of your life 

Learn more about Life@Schwab

EDUCATION, LICENSES, AND DESIGNATIONS:

  • Bachelor’s degree required
  • A valid and active Series 7 license is required
  • A valid and active Series 66 (63/65) license is required (may be obtained within a 90-day condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained within a 120-day condition of employment)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is preferred

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 

COMPENSATION:

Schwab Financial Consultants receive a total compensation package, which includes a competitive base salary, incentives, and a bonus structure derived from each individual Financial Consultant’s performance and production.  

Click here to meet our people. 

Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. 

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (Member FDIC and an Equal Housing Lender), provides deposit and lending services and products. 

For additional information and disclosure, please visit: http://www.aboutschwab.com/social-media-at-schwab

©2016 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (1116-3592)

 


Job Specifications
Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: FINRA Series 66, FINRA Series 7
Relevant Work Experience: Business Development and Sales-2-5 yrs, Brokerage Operations-2-5 yrs, Financial Services-2-5 yrs
Position Located In: FL - Jacksonville
Education: BA/BS
Job Type: Full Time

Category:Financial Consultant
Activation Date: Monday, August 7, 2017
Expiration Date: Saturday, September 30, 2017
Apply Here
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.