Recent Searches

You haven't searched anything yet.

39 VP, Financial Consultant - Chicago, IL Jobs in Chicago, IL

SET JOB ALERT
Details...
Charles Schwab Inc.
Chicago, IL | Full Time
7 Months Ago
Tripalink
Chicago, IL | Full Time
$43k-60k (estimate)
7 Days Ago
JBS Technologies
Chicago, IL | Full Time
$68k-92k (estimate)
1 Week Ago
SF Demo - FMR LLC
Chicago, IL | Full Time
$75k-102k (estimate)
1 Week Ago
Fidelity Investments
Chicago, IL | Full Time
$72k-94k (estimate)
10 Months Ago
Resolution Economics, LLC
Chicago, IL | Full Time
$86k-110k (estimate)
1 Month Ago
Resolution Economics, LLC
Chicago, IL | Full Time
$71k-96k (estimate)
1 Month Ago
Tripalink
Chicago, IL | Full Time
$55k-79k (estimate)
1 Month Ago
Joseph T. Ryerson & Son, Inc
Chicago, IL | Full Time
$91k-110k (estimate)
2 Months Ago
Michael Page
Chicago, IL | Full Time
$86k-109k (estimate)
2 Weeks Ago
UIC-Division of Specialized Care for Children
Chicago, IL | Full Time
$116k-140k (estimate)
1 Month Ago
Dwellworks Brand
Chicago, IL | Part Time
$60k-77k (estimate)
8 Months Ago
Allstate Insurance
Chicago, IL | Intern
$48k-52k (estimate)
1 Month Ago
Walker Healthforce
Chicago, IL | Full Time
$76k-94k (estimate)
1 Month Ago
Joseph T. Ryerson & Son, Inc
Chicago, IL | Full Time
$91k-110k (estimate)
9 Months Ago
ABIOMED
Chicago, IL | Full Time
$72k-89k (estimate)
6 Days Ago
Michael Page
Chicago, IL | Other
$78k-101k (estimate)
2 Weeks Ago
Circana
Chicago, IL | Full Time
$94k-120k (estimate)
2 Months Ago
The Cigna Group
Chicago, IL | Full Time
$61k-80k (estimate)
3 Months Ago
BBJ Group
Chicago, IL | Full Time
$84k-103k (estimate)
11 Months Ago
BBJ Group
Chicago, IL | Full Time
$83k-103k (estimate)
11 Months Ago
BBJ Group
Chicago, IL | Full Time
$87k-111k (estimate)
11 Months Ago
CeDent
Chicago, IL | Full Time
$112k-142k (estimate)
0 Months Ago
Amerisafe Consulting & Safety Services
Chicago, IL | Full Time
$65k-94k (estimate)
2 Months Ago
CeDent
Chicago, IL | Full Time
$120k-152k (estimate)
0 Months Ago
Amerisafe Consulting & Safety Services
Chicago, IL | Full Time
$114k-149k (estimate)
0 Months Ago
CeDent
Chicago, IL | Full Time
$115k-145k (estimate)
0 Months Ago
VP, Financial Consultant - Chicago, IL
Full Time | Securities 7 Months Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

Charles Schwab Inc. is Hiring a VP, Financial Consultant - Chicago, IL Near Chicago, IL

Your Opportunity

Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing, their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.

Financial Consultants are procured with a practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, they grow their practice holistically through client asset consolidation, networking, and earning client referrals. Financial Consultants are empowered to choose their most productive working environment (within corporate guidelines). This includes space to work within the branch, remote flexibility and the potential for flexible work schedules to accommodate work/life balance needs. Managing wealth on behalf of our clients includes: 

  • Retirement Planning 
  • Education Planning 
  • Investment Management 
  • Banking and Lending Management 
  • Insurance and Risk Management 
  • Estate Planning 

If you want to positively impact the financial security of clients, provide an outstanding investor experience, use the power of partnerships and the extensive resources available at Schwab, all while continuing to further your own professional development in Wealth Management, please consider this opportunity. 

What you are good at

You are a results-oriented, highly motivated self-starter with a strong work ethic that will be an ambassador in helping clients plan for their future, driving referrals and retaining clients at Schwab for a lifetime. Our goal is that through providing outstanding advice and consultation, you are able to earn the trust and dedication of our clients.

When meeting with clients you will: 

  • Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals. 
  • Be a Trusted Advisor: Build strong relationships, engage and encourage trust, and deepen the client relationship by utilizing a focused client communication strategy, and exceeding client expectations.
  • Have a Defined Process: Demonstrate your ability to deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients’ needs. 
  • Use your Team and Ability to Influence: 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. 
  • Be a Challenger: Partner with, and Educate Clients. Share and engage clients in discussion around market conditions, sound investing principles, and the ideal wealth and long term investment strategies for their personal situation. 

What you have

  • Desire to work in a collaborative, team-based environment 
  • Robust consulting, influencing and client engagement skills 
  • Proactivity and resourcefulness with the ability to balance service, risk/compliance policies and sales goals 
  • Ability to establish trust and rapport with a positive demeanor, and active listening 
  • An ownership mentality with desire for continual professional development 
  • Ability to adapt and implement change as the market and business conditions evolve 
  • Willingness to engage within the community 
  • Coach-ability; receive and implement feedback 
  • Aspirations for more than baseline expectations. 
  • A valid and active FINRA Series 7 license required 
  • Interest in acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required in the course of your tenure on the job. 

Investing in Yourself: 

  • Wealth Management University – We provide a comprehensive onboarding and new hire program designed for new Financial Consultants (FCs). This program helps FCs understand Schwab’s overarching approach to our clients and features content on relationship building, financial planning, and Schwab’s spectrum of advised and lending solutions.
  • Professional Designations – CWS (Cannon Wealth Strategist), CFP (Certified Financial Planner) 

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 

Highlights of Schwab’s Benefits 

  • Work/Life Balance: Remote working flexibility, Paid vacation time, Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program 
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts 
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Healthy Food Choices, Wellness Champions 
  • Inclusion: Employee Resource Groups, Established Diversity & Inclusion practices, Community involvement, Company-wide Volunteer efforts, Charitable matching 
  • We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive benefits and privileges of employment. Please contact us to request accommodation.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Securities

POST DATE

08/06/2022

EXPIRATION DATE

12/12/2022

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

The job skills required for VP, Financial Consultant - Chicago, IL 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 - Chicago, IL. 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 - Chicago, IL. Select any job title you are interested in and start to search job requirements.

For the skill of  Wealth Management
Apollon Wealth Management, LLC
Full Time
$86k-114k (estimate)
1 Month Ago
For the skill of  Dedication
Colibri Holding LLC
Full Time
$56k-72k (estimate)
Just Posted
For the skill of  Futures
Jack Mitchell Motorsports - Oak Lawn Llc
Full Time
$132k-192k (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