I was working full time, and being a single parent definitely impacted the path that my career took. I deal with women of a lot of different ages shifting their focus to be more involved in their financial matters. Learn more about our services for non-U.S. residents. Get to know some of our Financial Consultants. Will I see all the fees and commissions I'm paying? The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Password Show. Discover how easy it is to transfer assets to Schwab. Read important information about our services and fees. Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab … I think one of the most important jobs as a parent is to guide your children. It’s really quite simple if they know the basics and stay on track. Although Schwab as a company may earn more or less revenue depending on the investment product or portfolio management service a Financial Consultant recommends, we have designed their compensation based on the time, complexity, and expertise necessary to understand, recommend, … Good to see you.”. 3. Schwab reserves the right to change or terminate the guarantee at any time. View job description, responsibilities and qualifications. Representatives may only conduct business with residents of the states for which they are properly licensed. Charles Schwab was a great firm 20 years ago when the founder Charles Schwab was very involved with the company and he steered the ship always in the right direction and it was a pleasure to work for such a smart individual. First, they receive a "base salary" to serve all the clients in their practice. And when a woman in transition comes through to the other side and understands what’s going on in her financial situation, that’s empowering to me. Reviews from Charles Schwab employees about working as a Financial Consultant at Charles Schwab. Grace Ong is the Financial Consultant Partner at Charles Schwab based in San Francisco, California. How can I prepare for unexpected life events. 114 Schwab Financial Consultant jobs available on Indeed.com. Financial Consultant Partner at Charles Schwab. A Schwab Financial Consultant can help you achieve your financial goals. © 2021 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. If you are not completely satisfied for any reason, at your request Charles Schwab & Co., Inc. ("Schwab") or Charles Schwab Bank ("Schwab Bank") will refund any eligible fee related to your concern within the required timeframes. - Colleen O'Brien. Attend one of our complimentary workshops. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Financial Consultants also receive two other sources of compensation: service and solutions pay. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. They also back their service with a Satisfaction Guarantee3. To learn more, visit our Financial Consultant's compensation page. Join to Connect Charles Schwab. The typical Charles Schwab Vice President, Financial Consultant salary is $71,303. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Although Schwab as a company may earn more or less revenue depending on the investment product or portfolio management service a Financial Consultant recommends, we have designed their compensation based on the time, complexity, and expertise necessary to understand, recommend, … You can review your Financial Consultant's bio. Charles Schwab & Co., Inc. All rights reserved.Â. 1. It’s just so rewarding to know that all that time and effort has really paid off. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value, Get automated investing and professional guidance. It feels good when I look back on all the client interactions that I’ve had. My parents’ values were about family and working hard. A financial consultant in a suit walks onto a train, sits down, pulls out his computer, ... Charles Schwab received the highest numerical score in the large plan segment in the J.D. The typical Charles Schwab Vice President, Financial Consultant salary is $71,303. What do you think? Tons of great salary information on Indeed.com The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Pay only for the products and services you choose. 2. This site lets you research financial brokers, advisors, and firms for information such as employment history, regulatory actions, and investment-related licensure, arbitrations, and complaints. View job description, responsibilities and qualifications. Sign in to save VP, Financial Consultant - Novi, MI at Charles Schwab. In 2008, our Financial Consultants … Your Financial Consultant makes recommendations based on you—your goals, your financial situation, your tolerance for risk, and any other factors that should be considered so that the guidance you receive fits what you want to accomplish. You can learn about our range of investment management solutions and we'll work with you to determine the right solution for you. Their compensation is structured to help limit conflict of interest, focusing on your priorities. I break things down in a way that allow them to see that they can do this on their own. The implementation of recommendations by your financial consultant may result in trade commissions or other fees, charges, or expenses. My position in the local Schwab branch is to reach out to clients via phone, e-mail to discuss financial … Unauthorized access is prohibited. A lot of unknown. Find your nearest Charles Schwab Financial Consultant. See if you qualify! . Automated investing, professional advice, or trade on your own. Financial Consultant salaries at Charles Schwab can range from $41,425 - $189,483. Automated investing, professional advice or trade on your own. [Speaking to a client] “Thanks for coming in, Michelle. Usage will be monitored. How can I get access to a Financial Consultant? The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Your Financial Consultant can help you determine the level of advice, service, and products you need based on your financial goals. You'll only pay for those that you choose, and any costs will be explained to you. Please try again later. This estimate is based upon 60 Charles Schwab Financial Consultant salary report(s) provided by employees or estimated based upon statistical methods. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC ), offers investment services and products, including Schwab brokerage accounts. See Schwab's comprehensive list of commissions, fees, and other costs. When it comes to your investments, consultants at Charles Schwab are more focused on their clients than on selling. It is unusual to be at a company that long, but when you’ve found the right place, you stay. I definitely took that on as a personal mission because I could see the value based on what I had gone through. I think I look at my transition the way a lot of women may look at theirs. Find workshops. There are eligibility requirements to work with a dedicated Financial Consultant. Email or phone. Your Financial Consultant is paid in several ways. They will assist you in creating a financial plan tailored to your financial needs and goals. "I love the relationship with my clients and feeling like I'm part of something bigger." Representatives may only conduct business with residents of the states for which they are properly licensed. Visit PayScale to research financial consultant salaries by city, experience, skill, employer and more. Get Automated Investing with Professional Guidance. This range is not provided by Charles Schwab — it is based on 3 Linkedin member-reported salaries for Vice President Finance at Charles Schwab in San Francisco Bay Area. - Myanh Hoskin. Why should I work with a Financial Consultant? View job description, responsibilities and qualifications. Charles Schwab Financial Consultant in the United States makes about $61,036 per year. Our mission is to provide the most useful and ethical financial services in the world. Where can I find my Financial consultant's credentials? Financial Consultant-Charles Schwab At Charles Schwab we are committed to helping the individual investor take control of their financial lives. Senior Financial Consultant at Charles Schwab Akron, Ohio 265 connections. Go to schwab.com/satisfaction to learn what’s included and how it works. This was the day I got married, and this is my mom and dad. Usage will be monitored. See if you qualify! Easy 1-Click Apply (CHARLES SCHWAB) Associate Financial Consultant- Buffalo, NY job in Amherst, NY. ©2014 Charles Schwab & Co., Inc. All rights reserved. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC ), offers investment services and products, including Schwab brokerage accounts. And I think that most people know they'll get through it, but they need people around them to help them. Understand common costs of investing, and what you could pay at Schwab. Easy 1-Click Apply (CHARLES SCHWAB) Associate, Financial Consultant- St Petersburg, FL job in Sarasota, FL. Your Financial Consultant can provide professional guidance to help you stay on track with your financial goals. The system is currently unavailable. Charles Schwab is a great company to work for in many aspects. See if you qualify! [Speaking on the phone] “So if you’re OK with that, let me know…”. Apply to Vice President of Finance, Finance Partner, Financial Consultant and more! May Lose Value. Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. The job as an associate financial consultant for Schwab boils down to making connections and building relationships with clients. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Indeed.com estimated this salary based on data from 4 employees, users and past and present job ads. Liberty University Online. Easy 1-Click Apply (CHARLES SCHWAB) Financial Consultant Academy job in Indianapolis, IN. I got divorced when they were ages 7 and 5, and it was the hardest thing I’ve ever had to go through. Your Financial Consultant will review any applicable fees and commissions you'll be paying, so those costs will be transparent and you'll understand exactly what you're paying. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. There are eligibility requirements to work with a dedicated Financial Consultant. Unauthorized access is prohibited. Easy 1-Click Apply (CHARLES SCHWAB INC.) VP, Financial Consultant Century City, CA job in Los Angeles, CA. When you partner with a Financial Consultant at Schwab, you get somebody that helps keep you on your path. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Or for more detailed, you can use BrokerCheck. And my parents had a blue-collar job, so we learned about making money stretch. They are concerned and looking for somebody to listen to them. Your Financial Consultant can help you choose the right level of advice and service based on your goals, and connect you to specialists when you have more complex planning and financial needs, such as trust, estate, and fixed income.2. Consider our Schwab Financial Consultant Academy The Schwab Financial Consultant Academy is an 18 to 24-month rotational program that prepares you for a role as an Associate Financial Consultant or Financial Consultant Partner and, ultimately, for the role of Financial Consultant. USAA and the USAA logos are registered trademarks of the United Services Automobile Association and are being used by Schwab Holdings, Inc., and its affiliates under license. Meet the experts behind Schwab's investing insights. Becoming a mom was scary. Charles Schwab Investment Management (CSIM), Benefits and Considerations of Mutual Funds, ADRs, Foreign Ordinaries & Canadian Stocks, Schwab Retirement Income Variable Annuity®. See if you qualify! Member SIPC. I think I was a strong capable person when I got divorced. A dedicated relationship with a Financial Consultant¹, Personalized financial plan to meet your goals, Access to our full range of solutions and expertise, No charge to work with your Financial Consultant². At Schwab, providing advice is really a passion of mine. How can I plan for multiple college tuitions? The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. There's no cost whether you're getting assistance in creating your personalized plan, or receiving tailored product recommendations and direct access to our specialists. Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab … The wedding was the best day of my life—‘till my kids were born. Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ... Meet with a Schwab Financial Consultant to evaluate your current portfolio and, if needed, help you make adjustments so you'll have a plan that addresses your long- and short-term goals. When I got into this business 30 years ago, it really was to help people with their financial success, and I have a passion for working with women in transition. Financial Consultants and Branch Managers may only conduct business with residents of the states for which they are properly licensed. Of course, any Schwab client can talk to an investment professional anytime. How is a Financial Consultant acting in my best interest? Please note that there are certain eligibility requirements for working with a dedicated Financial Consultant. Find our VP, Financial Consultant - Century City, CA job description for Charles Schwab located in Los Angeles, CA, as well as other career opportunities that the company is hiring for. It’s not this unknown. Learn about Charles Schwab culture, salaries, benefits, work-life balance, management, job security, and more. They are available in-person, over the phone, or by video chat. We are transparent about how our Financial Consultants are incentivized and compensated. Â. I think I was a strong capable person when I decided to get married. I was born in Vietnam back in ’74, so it was obviously a turbulent time. Non-U.S. residents are subject to country-specific restrictions. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts.Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal … This estimate is based upon 88 Charles Schwab Vice President, Financial Consultant salary report(s) provided by employees or estimated based upon statistical methods. This site is designed for U.S. residents. My siblings and I went to really great colleges, and one summer I took this internship at Charles Schwab, and I really enjoyed helping clients with their financial health. So at the end of the internship, I went to school full-time while working at Schwab, and that was 21 years ago. Financial Consultants may give financial planning and investment advice to some of their clients. My dad actually worked for the American embassy. View job description, responsibilities and qualifications. The Schwab Financial Consultant Academy is an 18 to 24-month rotational program that prepares you for a role as an Associate Financial Consultant or Financial Consultant Partner and, ultimately, for the role of Financial Consultant. This estimate is based upon 88 Charles Schwab Vice President, Financial Consultant salary report(s) provided by employees or estimated based upon statistical methods. That motivates me to continue to want to do the work that I do. It is important to understand the differences when determining which products and/or services to select. There are eligibility requirements to work with a dedicated Financial Consultant. Charles Schwab Own your tomorrow® Disclosures. See how our Financial Consultants are compensated. Vice President, Financial Consultant salaries at Charles Schwab can range from $43,453 - $219,435. Understanding these principles can help you reach your financial goals. Charles Schwab Financial Consultants earn $63,000 annually, or $30 per hour, which is 3% lower than the national average for all Financial Consultants at $65,000 annually and 5% lower than the national salary average for all working Americans. Consider our Schwab Financial Consultant Academy. Charles Schwab knows the last thing you want to hear is a sales pitch. All customers/clients appearing in this video are fictitious, are portrayed by actors, and are not Schwab clients. They can help with things like: being a sounding board for investment decisions, helping to position your portfolio to weather volatile markets, and providing an informative point of view. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Go to schwab.com/satisfaction to learn what's included and how it works. "I have a passion for working with women through life changes or to take control of their financial life." Charles Schwab is the only place I’ve ever worked. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC ), offers investment services and products, including Schwab brokerage accounts. The average salary for a Financial Consultant at Charles Schwab & Co., Inc. is $61,972. It’s really about making sure that you really understand their underlying goals and objectives because everyone can figure it out. Financial Consultants may give financial planning and investment advice to some of their clients. Now the firm has gone down the tubes dramatically and they hired outside managers who have no idea what they are doing and do not understand the company's culture. I love the relationships that I have with my clients and feeling like I’m part of something bigger, and it’s always been such a warm company. Dedicated Financial Consultants are generally made available to clients with $250,000 or more in assets at Schwab. Get directions, hours, contact information, and request an appointment online. Check the background of our firm and work histories of our Financial Consultants on FINRA's BrokerCheck. You must enter a zip code, or city or state, Call 800-435-4000 (24 hours, 7 days a week), Call 877-824-5625 (24 hours, 7 days a week). What kind of consultant are you looking for? Vice President, Financial Consultant salaries at Charles Schwab can range from $43,453 - $219,435. One day he came home, told my mom the embassy was leaving and we were able to go with him, and then we ended up at Camp Pendleton.