Charles Schwab

VP, Financial Consultant

Charles Schwab

Austin, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We at Charles Schwab are seeking an accomplished and motivated individual to join our team as Vice President, Financial Consultant. This role offers the opportunity to work with a team of highly skilled professionals and make a meaningful contribution to the financial health of our clients. The ideal candidate for this position will have extensive experience in financial consulting, a passion for helping people make sound financial decisions, and a strong commitment to client service. We are looking for a leader with excellent analytical, communication, and organizational skills who is a strategic thinker, able to identify and assess opportunities, and drive consistent growth.The successful candidate must have a Bachelor’s Degree in Finance, Economics, or a related field. A minimum of 10 years of financial consulting experience is required, preferably in a leadership role. Strong knowledge of investment and banking products, including stocks and bonds, mutual funds, and exchange-traded funds, is a must. The successful candidate will have a valid FINRA Series 7 and 66 licenses and be knowledgeable in estate and tax planning.We are looking for someone who is highly motivated and has a strong desire to help people reach their financial goals. The successful candidate must possess excellent interpersonal skills and be able to build rapport quickly with clients. If you are an experienced financial consultant who is looking for an opportunity to make an impact and join a dynamic team, we look forward to hearing from you.

Where is this job?
This job is located at Austin, TX, USA
Job Qualifications
  • Strong Financial And Business Acumen

  • Outstanding Interpersonal And Communication Skills

  • Ability To Develop And Implement Strategic Plans

  • Proven Track Record Of Driving Business Growth

  • Ability To Effectively Manage And Motivate Teams

  • Ability To Identify

  • Analyze And Solve Complex Problems

  • Strong Organizational And Project Management Skills

  • Knowledge Of Financial Services Industry Regulations

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Process Improvement

  • Strategic Planning

  • Project Management

  • Business Development

  • Presentation skills

  • Negotiation

  • Leadership

  • Reporting

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Investment Strategies

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • And Organizational Skills

Compensation

According to JobzMall, the average salary range for a VP, Financial Consultant in Austin, TX, USA is between $102,000 and $135,000 per year. This range may vary depending on the experience, qualifications, and skills of the individual.

Additional Information
Charles Schwab is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 4th, 2023
Apply BeforeMay 22nd, 2025
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About Charles Schwab

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

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