SeattleRecruiter Since 2001
the smart solution for Seattle jobs

VP, Financial Consultant- Lynwood, WA

Company: Charles Schwab
Location: Lynnwood
Posted on: February 17, 2020

Job Description:

Your OpportunityAs a Schwab Financial Consultant, youll need an entrepreneurial spirit and a passion for creating 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 youre good atThe 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 giving 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
    • Bachelors degree is 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
    • A desire to change the way you look at your career
    • A can-do 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 skillsPursuant 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 processApply for this jobRefer a friendWhy Schwab?At Schwab, Own Your Tomorrow embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Were a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.Hear from employees:: a package designed to empower your health, wealth, career and life.Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law.Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.Job Locations US-WA-LynnwoodRequisition ID 2020-51177Posted Date 1 week ago (2/4/2020 2:28 PM)Category Sales and Business DevelopmentPosition Type Full time

Keywords: Charles Schwab, Seattle , VP, Financial Consultant- Lynwood, WA, Accounting, Auditing , Lynnwood, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


commercial real estate interns
Description: Onelin Capital Corporation, also known as OCC, is a global multi-strategy asset management firm that manages assets in real estate, private equity and venture capital. OCC is the asset management company (more...)
Company: ONELIN Capital Corporation
Location: Seattle
Posted on: 02/18/2020

Credentialed Tax Expert - CPA
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Seattle
Posted on: 02/18/2020

Sr. Accountant I - Revenue Accounting
Description: ExpediaWe are currently seeking a senior accountant at our Expedia Group worldwide headquarters located in Bellevue, Washington. It is part of the Merchant Revenue Accounting team which accounts for revenues (more...)
Company: Expedia
Location: Bellevue
Posted on: 02/18/2020


College Intern - Accounting
Description: 1969BRTitle:College Intern AccountingDepartment:2260 AFR General AccountingLocation:POS Headquarters / Pier 69Job Description:PURPOSE:This summer internship position will provide assistance to the General (more...)
Company: Port of Seattle
Location: Seattle
Posted on: 02/18/2020

Senior Accountant: Posting
Description: Sea Mar Community Health Centers, a Federally Qualified Health Center FQHC founded in 1978, is a community-based organization committed to providing quality, comprehensive health, human, housing, educational (more...)
Company: SEA MAR Community Health Centers
Location: Seattle
Posted on: 02/18/2020

Franchised Night Audit Supervisor
Description: Posting Date Feb 11, 2020 br Job Number 20020654 br Job Category Rooms and Guest Services Operations br Location Residence Inn Seattle Downtown/Lake Union, 800 Fairview Avenue North, Seattle, Washington, (more...)
Company: Residence Inn
Location: Seattle
Posted on: 02/18/2020

Finance and Accounting Recruiter
Description: Finance Accounting Recruiters --- Territory-Free, Remote Opportunity Tired of the large agency culture and micro-management Finance Accounting recruiting is one of the most lucrative, in-demand sectors (more...)
Company: Goodwin Recruiting
Location: Seattle
Posted on: 02/18/2020

Equipment Finance Territory Rep - Agriculture
Description: Job Description br At Wells Fargo, we want to satisfy our customers------ financial needs and help them succeed financially. We------re looking for talented people who will put our customers at the (more...)
Company: Wells Fargo Bank
Location: Renton
Posted on: 02/18/2020

Financial Accountant
Description: Job Description TrueBlue, the People Company, has an open Financial Accountant role in our corporate headquarters in downtown Tacoma. This position analyzes business activity and prepares accounting transactions (more...)
Company: True Blue
Location: Auburn
Posted on: 02/18/2020

Sr Financial Analyst, Global Payroll
Description: Job Description The Senior Financial Analyst will join a small team that focuses their talents on improving the accuracy and efficiency of all payroll related processes and costs, including the effects (more...)
Company: True Blue
Location: Anderson Island
Posted on: 02/18/2020

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Seattle RSS job feeds