VP, Financial Consultant - Clayton, MO
Charles Schwab Careers
Position Type: Regular Your opportunity I n 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 Schwab ( At Schwab, you're empowered 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 to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: * A valid and active FINRA Series 7 license required * Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during 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 l everage 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. * Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning * Ability 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 situation * Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. What'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 (/summary-of-benefits) that takes care of the whole you - both today and in the future: * 401(k) with company match and Employee stock purchase plan * Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions * Paid parental leave and family building benefits * Tuition reimbursement * Health, 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...Suggested
- ...we've been able to uphold our legacy of financial stability while investing in new, innovative... ...Ideal candidate will live in or near MO/Lower IL. You must be located in the... ...products! What You'll Do You'll provide consultative sales services to our partners – focused...SuggestedLive inLocal areaRelocation
- ...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...SuggestedWork at office
- ...Financial Advisor – Together Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to... ...opportunity at TruStage located at Together Credit Union in St. Louis, MO would allow you to join Together Credit Union as a Financial...SuggestedLocal area
$70k - $250k
...About the job Financial Representative - St Louis, MO Financial Representative - St. Louis, MO As business owners, Financial Representatives at Northwestern Mutual - St. Louis help their clients live more and worry less through our personalized approach...SuggestedContract workFor contractorsWork experience placement$22.5 - $30 per hour
...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Default: Location : City SAINT... ...Get notified about new Financial Representative jobs in St Louis, MO . Specialty Banking Representative (Remote Eligible: AZ, KS, MO,...Full timeRemote work$16 - $19 per hour
...Classification : Non-Exempt / Hourly Job Type : Full-Time Location : South County, St. Louis, MO Reports To : South County Operations Officer ABOUT US: FCB Banks has been family owned and managed for more than three generations. Our original banks...Hourly payFull timeTemporary workBank staffWork at officeLocal areaMonday to FridayFlexible hoursNight shift- ...transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within... ...floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and...
$95k
...Executive Director Location Remote working from St. Louis, MO POSITION SUMMARY (Basic purpose or primary function of job)... ...Competencies # Awareness, understanding and accountability for financial performance including planning, budgeting and forecasting. #...Full timeRemote work- ...Financial Analyst | Distribution St. Louis, MO Financial Analyst will be responsible for working directly with the leadership of our Private Label Brands team and other members in Category Management group on financial expectations and performance of their products...Work from home
- ...Harper Harrison is seeking a Vice President of Underwriting in St. Louis, MO. This role focuses on analyzing commercial real estate debt opportunities, reviewing diligence, and assessing credit risk. Ideal candidates will have over 5 years of underwriting experience and...
- ...Title: Vice President - Military Programs and Business Development Location: Clayton, MO Websites: Winchester.com and WhiteFlyer.com Focus: Reporting to the Vice President & General Manager, Lake City Army Ammunition Plant and Military Programs, the Vice President...Contract workTemporary workFor contractorsWork at office
- ...elevate operational excellence, and own the financial performance of key market segments. We'... ...ways to streamline the ways in which MO small employer brokers quote/enroll with... ...expand and enhance relationships with broker/consultants and benefit admin platforms. 9. Manage...Work at officeHome officeShift workNight shift
$134k
...VP Strategy Integration Job Locations US-NC-Charlotte | US-TX-Dallas | US-GA-Atlanta | US-MO-St. Louis Primary Posting Location : City Charlotte Primary Posting... ...experience in strategy, operations, management consulting, or enterprise program leadership. ~...Full timeWork at officeShift work$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Equifax, Inc. is seeking a VP, Employer Services Analytics in St. Louis, MO, to architect a data-driven strategy and leverage internal data for client value. The ideal candidate will possess over 10 years of experience managing analytical teams while having a strong background...
- ...A premier construction company is seeking a Vice President of Mission Critical in St. Louis, MO, to lead operations and strategy for data center projects. This role demands significant experience in self-perform operations and infrastructure delivery, supporting rapid...
- VP, Advanced Planning page is loaded## VP, Advanced Planninglocations: St. Louis, MO: Kansas City, MOtime type: Full timeposted on: Posted Todayjob requisition id: 2128562... ...Planning is a client-facing role that serves as a financial planning and estate planning subject matter...Work experience placementRemote work
- Hubbell Incorporated is looking for a Vice President Sensor and Latin America Portfolio in St. Louis, MO. This role involves strategic leadership and innovation across the sensor platform for utilities. The individual will develop a growth roadmap and collaborate with...
- ...President of Advanced Planning for high net worth clients in St. Louis, MO. This role requires extensive experience in financial and estate planning, with strong client management skills. The VP leads engagement efforts, supported by an analyst, utilizing video technology...Remote job
- Northwestern Mutual - Clayton is seeking a Lead Associate Financial Advisor in St. Louis, MO. The role focuses on growing and managing client relationships, assisting with preparing financial plans, and ensuring a seamless client experience. Candidates should have 2+ years...
- Location: Forest Park - St. Louis, MO Job Title: Financial Planning Associate Type of Position: Full-time FLSA Classification: Exempt Hours... ...continuing education expenses Personal and professional development opportunities #J-18808-Ljbffr Northwestern Mutual - ClaytonFull timeTemporary workWork at officeHome office
$100,000 - $130,000 per day
Correct Capital, a dynamic wealth management firm located in Clayton MO, is seeking an experienced Financial Advisor who seeks to improve the lives of our clients through detailed financial planning relationships. We are seeking a go-getter who is interested in working...Work at office- This is more than a job—it’s an opportunity to build something of your own. As a Financial Representative, you’ll help individuals and families make confident financial decisions—while building your own path professionally and financially. What You’ll Do Build trusted...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...relationships with our expert operations team, providing unwavering support for you and your clients. Mortgage Champion: Analyze financial situations, match clients with their perfect loan, and confidently guide them through the journey of mortgage lending with calm...Work at officeLocal area
$126.3k - $243.1k
...forward! The work The SAP Finance Consultant will be responsible for gathering and analyzing... ...* Experience with SAP Public Sector Financials * Experience with Funds Management to... ...* You must live local to St. Louis, MO (preferred) or Philadelphia, PA OR be willing...Full timeLive inWork at officeLocal area- Construction Project Management Services, Inc. CPM CONSTRUCTION JOBS Construction President - Commercial General Contractor - St. Louis, MO Job Location: St. Louis, MO Job Description: We have need for a construction president in our St. Louis, MO office. This role is...For contractorsWork at officeRelocation
$80k - $100k
A technology solutions provider is seeking a Vice President of IT & Systems to oversee its IT infrastructure and applications. This leadership role involves managing cloud platforms, ensuring system integration, and driving operational excellence. The ideal candidate has...$12 per hour
Junior Loan Officer job at Mutual of Omaha Mortgage. Chesterfield, MO. Company Overview From your first day to your next promotion,... ...What You Do -Play an integral role in helping clients with their financial solutions. Sell from the heart without the seedy sales tactics....Base plus commissionHourly payFull timePart timeWork at officeSleeping nightsMonday to FridayFlexible hours
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