Jobs
>
Oklahoma City

    VP, Financial Consultant - Oklahoma City, United States - CFA Institute

    CFA Institute
    CFA Institute Oklahoma City, United States

    2 weeks ago

    Default job background
    Description

    Position Type:
    Regular 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 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 leverage 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, we're committed to empowering our employees' personal and professional success.

    Our flexible work options, 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:
    Base salary
    401(k) with company match and Employee stock purchase plan
    Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
    Paid parental leave and family building benefits
    Tuition reimbursement
    Health, dental, and vision insurance


    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 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

    #J-18808-Ljbffr
  • Oracle

    Principal Sales Consultant- Financials

    1 day ago

    Oracle Oklahoma City, United States Paid Work

    Job Description · We are seeking an energetic individual to provide pre-sales support for our Cloud ERP solutions, which include Financials, Indirect Procurement and Projects. The right person must be a highly motivated individual with the experience, competence, and interest to ...

  • Vaco

    Performance Reporting Financial Analyst Consultant

    2 weeks ago

    Vaco Oklahoma City, United States

    Performance Reporting Financial Analyst Consultant · Vaco · Bexar County, TX · Mar 06, 2024 · Accounting · Finance · Job Description · Location: San Antonio, Texas - on site Company overview: Vaco is a global professional service firm with a local presence here in San Antonio ...

  • Vaco

    Performance Reporting Financial Analyst Consultant

    2 days ago

    Vaco Oklahoma City, United States

    Performance Reporting Financial Analyst Consultant · VacoBexar County, TXMar 06, 2024Accounting · Finance · Job Description · Location: San Antonio, Texas - on site Company overview: Vaco is a global professional service firm with a local presence here in San Antonio, offerin ...

  • Oracle

    Functional ERP Financial Consulting Lead

    3 weeks ago

    Oracle Oklahoma City, United States Paid Work

    Job Description · Location: US (Nationwide) · If you have high energy, excellent communication skills and are excited to be part of a fast-growing Cloud based consulting team passionate about our customer's rapid and successful adoption of standard methodologies – we want you to ...

  • BlueWave Solutions

    Asset consultant

    2 weeks ago

    BlueWave Solutions Central City, United States Part time

    Right now: take advantage of a new professional opportunity. Join our team as a · Financial Advisor (m/f/d) · Tasks and responsibilities · Financial advising - a profession as diverse as you are · Help people make the right decisions · There are not many professions where the opp ...

  • SilverTech

    Tax consultant

    2 weeks ago

    SilverTech Central City, United States

    Tax Consultant / (Senior) Tax Manager (m/f/d) BRAWO Shared Service Center GmbH is a subsidiary of Volksbank BRAWO eG with currently 5 employees and offers comprehensive accounting services and services in the field of accounting functions within and outside the BRAWO Group. The e ...

  • Apex Ventures

    Project Accountant

    3 weeks ago

    Apex Ventures Moore, OK, United States Freelance

    Project Accountant (m/f/d) in Moore, OK · Various awards and certificates from renowned institutions, including Great Place to Work, Audit Beruf und Familie, and the German Quality Award, attest to our workplace and service quality. · We are looking for you - Starting immediately ...

  • Integris Health

    RN Care Manager

    2 hours ago

    Integris Health Oklahoma, United States Part time

    INTEGRIS Health Baptist Medical Center, Oklahoma's largest not-for-profit health system has a great opportunity for a RN Care Manager in Oklahoma City, OK. In this position, you'll work 8a-4p, Part-time, with our Cardiology team providing exceptional care to those who have entrus ...

  • INTEGRIS Health

    RN Case Manager

    2 hours ago

    INTEGRIS Health Oklahoma City, United States

    INTEGRIS Health, Oklahoma's largest not-for-profit health system has a great opportunity for a RN Case Manager in Oklahoma City, OK. In this position, you'll work Days, Full-time, with our Case Management team providing exceptional care to those who have entrusted INTEGRIS Health ...

  • Integris Health

    RN Care Coordinator

    2 hours ago

    Integris Health Oklahoma, United States Full time

    INTEGRIS Health, Oklahoma's largest not-for-profit health system has a great opportunity for a RN Care Coordinator in Oklahoma City, OK. In this position, you'll work 8a-5p, Full-time, with our Care Management team providing exceptional care to those who have entrusted INTEGRIS H ...

  • Infinity Systems

    A software developer is a person who creates computer programs or applications

    2 weeks ago

    Infinity Systems Nicoma Park, United States

    About the Company · We specialize in developing, implementing, and consulting on innovative software solutions since our establishment in 2002. Our focus is on Document Management Systems (DMS) and Enterprise Content Management (ECM) solutions, which help businesses increase prod ...

  • INTEGRIS Health

    Registered Nurse

    3 days ago

    INTEGRIS Health Oklahoma City, OK, United States

    INTEGRIS Health is seeking a Registered Nurse (RN) Manager for a nursing job in Oklahoma City, Oklahoma. · Job Description & Requirements · Specialty: Manager · Discipline: RN · Duration: Ongoing · Employment Type: Staff · The Director Quality and Safety is responsible for the de ...

  • INTEGRIS Health

    Registered Nurse

    3 days ago

    INTEGRIS Health Oklahoma City, OK, United States

    INTEGRIS Health is seeking a Registered Nurse (RN) Gastroenterology for a nursing job in Oklahoma City, Oklahoma. · Job Description & Requirements · Specialty: Gastroenterology · Discipline: RN · Duration: Ongoing · Employment Type: Staff · INTEGRIS Health Baptist Medical Center, ...

  • INTEGRIS Health

    Registered Nurse

    3 days ago

    INTEGRIS Health Oklahoma City, OK, United States Part time

    INTEGRIS Health is seeking a Registered Nurse (RN) Transplant for a nursing job in Oklahoma City, Oklahoma. · Job Description & Requirements · Specialty: Transplant · Discipline: RN · Duration: Ongoing · Employment Type: Staff · INTEGRIS Health Baptist Medical Center, Oklahoma's ...

  • INTEGRIS Health

    Registered Nurse

    3 days ago

    INTEGRIS Health Oklahoma City, OK, United States

    INTEGRIS Health is seeking a Registered Nurse (RN) Manager, Clinic for a nursing job in Oklahoma City, Oklahoma. · Job Description & Requirements · Specialty: Clinic · Discipline: RN · Duration: Ongoing · Employment Type: Staff · INTEGRIS Health Baptist Medical Center, Oklahoma's ...

  • SearchTower

    Advanced Planning Consultant

    3 days ago

    SearchTower Oklahoma City, United States

    SearchTower is conducting a search for an Advanced Planning Consultant for one of the nation's leading Broker Dealers. The Advanced Planning Consultant is a resource for wealth management strategies, including estate, tax, and charitable planning, social security, executive compe ...

  • Eide Bailly

    Healthcare Accounting

    2 days ago

    Eide Bailly Oklahoma City, United States

    Who We Are · Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our c ...

  • Enverus

    Principal Consultant

    2 days ago

    Enverus Oklahoma City, United States

    Principal Consultant · Why YOU want this position · Enverus is the leading energy SaaS company delivering highly-technical insights and predictive/prescriptive analytics that empower customers to make decisions that increase profit. Enverus' innovative technologies drive producti ...

  • AmeriLife

    Wealth Management Consultant

    2 weeks ago

    AmeriLife Oklahoma City, United States

    Wealth Management Consultant page is loaded · Wealth Management Consultant · Apply · locations · Remote, TX · time type · Full time · posted on · Posted 12 Days Ago · job requisition id · R2786 · Why Saybrus? · We strive to help employees lead fulfilling professional l ...

  • Saint Michael Episcopal School

    Chief Financial Officer

    1 hour ago

    Saint Michael Episcopal School Oklahoma City, United States

    Saint Michael Episcopal School (SMES) in Dallas, Texas serves over 330 students, ages 12 months through kindergarten. We are currently seeking to hire a Chief Financial Officer who will also live out the mission of SMES - "to provide a nurturing, individualized, inclusive early c ...