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Charles Schwab
Los Altos
**Your opportunity** 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. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial C
Job Source: Charles SchwabCharles Schwab
Los Altos, CA, United States
Your opportunity 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. As a Financial Consultant Partner (FCP) , you are in the heart of the action , acting as a trusted partner to our
Job Source: Charles SchwabCharles Schwab
San Mateo, CA, United States
Your opportunity 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 tohelping clients own their financial futures. In this exciting r
Job Source: Charles SchwabTinkBird Healthcare Staffing
Los Altos, CA, United States
About TinkBird is a comprehensive healthcare recruiting and job placement firm for locum tenens, travel nursing and allied positions as well as permanent medical placements. Serving nationwide, we focus on providing quality matches, superior customer service with full transparency, and a hassle-free medical staffing experience to both providers and
Job Source: TinkBird Healthcare StaffingAya Healthcare
Los Altos, CA, United States
Aya Education has an immediate opening for the following position: Speech Language Pathologist School in Los Altos, CA. Job Details Profession: Therapy/Rehabilitation Specialty: Speech Language Pathologist School Pay: $3105/wk - $3248/wk Openings: 2 Requirements: Master’s Degree Communication Sciences and Disorders Whether you want to travel the co
Job Source: Aya HealthcareBCG Attorney Search
Redwood City, CA, United States
connection to 192.168.30.192:5052 failed (errno=110, msg=Connection timed out) Patent Litigation Associate Attorney Job in Redwood City, CA, 627461315 | 100KCrossing.com Home Job Details Legend Similar Jobs Sr. Paralegal Zuora Inc. Redwood City, CA Apply Now > Intellectual Property Litigation / Associate / San Francisco Polsin
Job Source: BCG Attorney SearchIchgcp
Palo Alto, CA, United States
**Associate Sales Consultant Trauma - Palo Alto, CA - FYA01765** **IQVIA Holdings Inc.** ****Palo Alto, California**** **Associate Sales Consultant** We are excited to announce that we have partnered with a leading Ortho company, and at this time we are looking for ***Associate Sales Consultants*** to join our team of field employees. **Associate
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Palo Alto, CA, United States
TotalMed is seeking a Occupational Therapist for an Occupational Therapist travel assignment in Palo Alto, California. Pays $1873.83 Per Week Shift: 08:00 - 16:30 Duration: 2024-08-05 - 2024-11-02 Days Per Week: 5 Minimum Qualifications Full, active, and unrestricted license as a registered nurse in the state, territory that you are working in. Ben
Job Source: TotalMed StaffingLos Altos, CA, United States
Your opportunity
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 tohelping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You’ll also havethe ability to take charge of your own professional journey with oursupportive, 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 teamsetting, 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.
Investment Professionals' Compensation | Charles Schwab
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
What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
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 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
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Email Alert for VP, Financial Consultant - Los Altos, CA jobs in Los Altos, CA, United States
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