Create Email Alert

Email Alert for

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.

Similar Jobs

  • Johnson Brothers Liquor Co

    Sales Consultant- Omaha

    Omaha, NE, United States

    Johnson Brothers is a national family-owned wine, spirits, and beer distributor. Johnson Brothers has been providing, exceptional service to our customers since 1953, representing the world's most famous brands in the beverage industry. Our Sales Consultants are critical to the success of our organization by building customer relationships, providi

    Job Source: Johnson Brothers Liquor Co
  • Vensure Employer Solutions

    Business Consultant NE Omaha

    Omaha, NE, United States

    • Ending Soon

    About Us Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and

    Job Source: Vensure Employer Solutions
  • Southern Glazer's Wine & Spirits

    Sales Consultant - Omaha

    Omaha, NE, United States

    Overview The Sales Consultant represents Southern Glazer's in the market as a member of the Southern Glazer's family. This individual is passionate, innovative, and self-motivated with a business-oriented and customer-focused mindset. The Sales Consultant's primary responsibilities are to visit the customer, have the right consultative sales conver

    Job Source: Southern Glazer's Wine & Spirits
  • Southern Glazer's Wine & Spirits, LLC.

    Sales Consultant - Omaha

    Omaha, NE, United States

    What You Need To Know Industry experience preferred. Open your future to incredible career potential. Work for an industry-leader who invests in their people. Southern Glazer’s Wine & Spirits is North America’s preeminent wine and spirits distributor, as well as a family-owned, privately held company with a 50+ year legacy of success. We were

    Job Source: Southern Glazer's Wine & Spirits, LLC.
  • Mutual of Omaha

    Financial Representative Trainee - Omaha, NE

    Omaha, Nebraska, US

    Financial Representative Trainee - Omaha, NE Location: Nebraska Work Type: Full Time Regular Job No: 502867 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with t

    Job Source: Mutual of Omaha
  • Adecco USA

    Archwell/Membership Consultant - Omaha, NE

    Omaha, NE, United States

    Adecco Medical seeking a  Membership Consultant to become a part of our client's team in Omaha, NE 68111 . Pay $55,000 Base + Commission Position Summary Membership Consultants are the main advocates for Health, expanding our patient base within the communities we serve. They engage directly with individual seniors, organize events to bring sen

    Job Source: Adecco USA
  • VensureHR

    Business Consultant (HCM) - NE - Omaha

    Omaha, NE, United States

    About Us Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and p

    Job Source: VensureHR
  • Vensure Employer Solutions

    Business Consultant HCM NE Omaha

    Omaha, NE, United States

    About Us Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and

    Job Source: Vensure Employer Solutions

VP, Financial Consultant (Omaha, NE)_

Omaha

**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 acquiringFINRA 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.

+ Investment Professionals' Compensation | Charles Schwab (chwab.com/legal/compensation-advice/investment-professionals-compensation)

+ 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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

Apply

Create Email Alert

Create Email Alert

Email Alert for VP, Financial Consultant (Omaha, NE)_ jobs in Omaha

ⓘ There was an unexpected error processing your request.

Please refresh the page and try again.

If the problem persists, please contact us with your issue.

Email address is already registered

You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.

Would you like to [visit your alert settings] now?

Success! You're now signed up for Job Alerts

Get ready to discover your next great opportunity.