VP, Financial Consultant - Redmond, WA
Charles Schwab Careers
Position Type: RegularYour opportunityIn 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 SchwabAt Schwab, you'reempowered 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 tohelping clients own their financial futures. In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You'llalsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.As a Financial Consultant at Schwab, you will beprocuredwith the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'llgrow yourpractice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.What you haveRequired Qualifications:A valid and active FINRA Series 7 license requiredObtaining or acquiringFINRASeries 66 (63/65) license and Life & Health Insurance as it will be requiredduring 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 leverageour 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 PlanningAbility 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 situationDesire to provide an outstanding investor experience in additionalto furthering your own professional development in Wealth Management. Pursuant toSAFE 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 requiredto register and to submitto the required SAFE Act background check and registration processWhat's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
- ...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...SuggestedPart timeImmediate start
- Position Type: RegularAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits ...Suggested
- Hybrid - Redmond, WA. About the Role: As a CBRE Financial Planning Sr. Analyst, you will be responsible for conducting moderate to complex financial analysis, financial reporting, and ad hoc finance projects. This job is part of the Financial Planning and Analysis job...SuggestedTemporary workWork at office
- First Tech Federal Credit Union seeks an entrepreneurial Financial Advisor for Addison Avenue Investment Services to partner with tech employees and members in the Seattle/Bellevue area. Based at Redmond, WA, you will build a practice leveraging employer and member networks...Suggested
- First Tech Federal Credit Union in Redmond, WA seeks a Financial Advisor for Addison Avenue Investment Services to deliver goals-based financial advice across investments, retirement, and insurance planning. Based at Studios West on Microsoft's campus in Redmond, this entrepreneurial...Suggested
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every connection... ...Per Week: 40Pay Transparency detailsUS - WA - Bellevue - 10572 NE 4th St - Bellevue... ...Ave - KIRKLAND BC (WA3137), US - WA - Redmond - 15253 NE 40th St - Microsoft Campus (WA...Hourly payFull timeTemporary workWork at officeImmediate startFlexible hoursShift workDay shift$80.17k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of... ...at Studios West on Microsoft's campus in Redmond, this role offers a unique opportunity to... ...Based at our Studios West branch in Redmond, WA, supporting additional branches...Work at office$120.9k - $180k
...please visit the company’s website at Team Summary This Principal Financial Planning Analyst acts as the lead FP&A partner for IT (OPEX... ...is not available for this role. This position is hybrid in Redmond, WA. Hybrid positions require regular onsite work following the schedule...$120.9k - $180k
Nintendo of America Inc. is seeking a Principal Financial Planning Analyst in Redmond, WA. This position will own FP&A support for IT financials, leading OPEX and CAPEX management for Latin America. Candidates should possess at least 8 years of FP&A experience, advanced...$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive... ...in Seattle, Lynnwood, Bellevue, Redmond, Mountlake Terrace, or Everett, WA. Job Overview: A Wealth... ...Responsibilities: Utilizing a consultative, holistic approach, sales process,...Work at officeLocal area- L3Harris Technologies is seeking an Assoc, Program Finance - Space Propulsion in Redmond, WA to support a portfolio of in-space propulsion projects. You will model program financials, analyze data, track KPIs like revenue, headcount, cash flow, and profitability while working...
$22.55 - $26 per hour
...The Relationship Banker is a frontline financial partner (financial MDs) that is part of... ...phone, and by e-mail. You'll engage in consultative conversations with members to establish... ...Location: Studios West Experience Center - Redmond, WA 98052 Target Compensation in Redmond,...Hourly payWork at office$20 - $25 per hour
...Teller Floater Hot Job Southcenter - Tukwila, WA; Redmond West - Redmond, WA Overview Salary Range $20.00 - $25.00 Hourly Level... ...and providing products & solutions Confidently process financial transactions and maintain accuracy Solve problems and respond...Hourly payPermanent employmentFull timeRelocation packageMonday to FridayShift workRotating shift$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...America) Hours Per Week: 40 Pay Transparency details US - WA - Redmond - 15253 NE 40th St - Microsoft Campus (WA3192) Pay and...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- A leading fraternal financial services organization is seeking a Regional Field Recruiter in Redmond, WA to launch a financial services career. The role involves providing financial guidance and creating tailored financial plans to help members protect their families and...
$150k - $300k
...Home Loans is seeking professionals with a financial services background who are interested... ...opportunity offers a path to use your consultative skills in a purchase-focused mortgage environment... ...or eligible for licensing in CA, WA, OR, UT, or ID COMPENSATION:...$291.25k - $338.75k
...work, and it’s what we show up for every day.We are looking for a VP of Product Management to lead AI product strategy at Smartsheet. You... ...our Chief Product and Technology Officer located in our Bellevue, WA office, or you may work remotely from anywhere in the US where...Full timeTemporary workWork at officeLocal areaRemote work$210k - $230k
Position: Executive Director - Emerald Heights Location: Redmond, WA Job Id: 2571 # of Openings: 1 Emerald Communities is a mission-... ...mission, culture, operational excellence, resident experience, financial performance, and strategic growth. Emerald Heights is a Life...Work at officeFlexible hours- Rainier Recruiting is seeking an experienced Key Account Manager in Redmond, WA, to lead strategic customer relationships with major OEM and aerospace customers. This role combines strategic business development with long-term account management, coordinating with Program...
$200k - $270k
...Inc. is a clinical-stage biopharmaceutical company located in Redmond, WA. It specializes in developing innovative cancer treatments using... ...Management, Accounting, and senior executives to drive financial strategy, optimize resource allocation, provide robust forecasting...$22.55 - $26 per hour
First Tech Federal Credit Union in Redmond, WA is seeking a Relationship Banker to serve as a frontline financial partner. You will process routine transactions, open deposits and loan accounts, and deliver consultative member service in person, over the phone, and by...Hourly pay$226.3k - $260k
...allow for flexibility while also encouraging consistency. Those local or living in surrounding areas to one of our offices (Bellevue, WA or New York, NY) will work a hybrid schedule, coming into their local office 1-3 days a week. While those in a role, not office-based...Full timePart timeWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours3 days per week1 day per week- ...Jobtailor is seeking an experienced FP&A leader to own the end-to-end financial planning process in Woodinville, WA. You will develop robust financial models for scenarios, pricing, and business cases, partnering with Sales, Marketing, and Operations to optimize profitability...
$53 - $57 per hour
...Financial Analyst Our client is seeking a Financial Analyst to join their team. As a... ...successfully in the organization. Location: Redmond, WA Pay Range: $53-$57 depending on... ...Upon completion of waiting period consultants are eligible for: ~ Medical and Prescription...Weekly payContract workTemporary workFlexible hours$82.7k - $117.1k
...business and we are looking for an entrepreneurial minded Sr Financial Analyst to work in a start-up environment who is passionate about... ...and parental leave. Learn more about our benefits at . USA, WA, Redmond - 82,700.00 - 117,100.00 USD annually Amazon is an equal...Flexible hours$120k - $130k
...Location: This role is based in Woodinville, WA and requires you to work onsite 4 days... ...Collaborate with security team members, consultants, IT infrastructure, engineering, legal,... ...reimbursement, mental health and financial wellness programs and professional development...Summer workLocal areaRemote work$207k - $300k
...designated as full‑time or part‑time office‑based or a fully remote employee. Those located in or near one of our offices (Bellevue, WA or New York, NY) will work a hybrid schedule, coming into the office 1‑3 days a week. Employees located further away will work a fully...Full timePart timeWork at officeRemote workFlexible hoursShift work3 days per week1 day per week$17.13 - $18.25 per hour
DigiPen Institute of Technology in Redmond, WA is hosting a part-time Student Government Executive position (F26). The role reports to the Director of Student Engagement and requires active DigiPen enrollment with DSU leadership duties. Expect a maximum 5 hours/week schedule...Hourly payPart timeSummer work- ...Job Description Lumotive is seeking an experienced, hands‑on VP of Operations to lead, optimize, and scale operational functions across... ...for this role is Milpitas, California; candidates based in Redmond, Washington will also be considered. This position reports directly...
- ...WealthBridge Financial Group is seeking a results-orientedFinancial Consultantto join our team. In this position, you will engage with... ...retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering...
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