{"id":"a61i88e8e7","title":"VP, Financial Consultant - Forest Hills, NY","posted_at":"2026-04-06T00:00:00.000Z","apply_url":"https://career-schwab.icims.com/jobs/119629/vp%2c-financial-consultant---forest-hills%2c-ny/login","locations":["Forest Hills, NY"],"employment_type":"full_time","workplace_type":null,"seniority_level":"executive","description_language":"en","source_name":"talentbrew","source_url":"https://www.schwabjobs.com/job/forest-hills/vp-financial-consultant-forest-hills-ny/33727/92883796208","salary":null,"job_summary":"Charles Schwab is a financial services firm dedicated to helping clients achieve their financial goals. This VP, Financial Consultant role involves managing existing client relationships, providing wealth management advice, and growing a practice through referrals and asset consolidation.","job_description":{"responsibilities":["Provide wealth management and financial planning advice to existing Schwab clients","Grow practice through client asset consolidation, networking, and referrals","Leverage Schwab specialists and advice guidelines to help clients achieve goals","Manage wealth across areas including retirement, education, investment, banking, and estate planning","Register with the NMLS registry system for residential loan mortgage originations"],"minimum_qualifications":["Valid and active FINRA Series 7 license","Ability to obtain FINRA Series 66 (63/65) license","Ability to obtain Life & Health Insurance license"],"preferred_qualifications":["Strong relationship-building and communication skills","Ability to adapt to evolving market and business conditions","Passion for community engagement and sharing investment principles","Desire for professional development in wealth management"]},"visa_sponsorship":null,"experience_years_min":null,"job_address":null,"job_city":"Forest Hills","job_state":"NY","job_country":"US","location_lat":40.71934590000001,"location_lng":-73.8420068,"keywords":["collaboration","communication","relationships","competitive","engagement","strategy","business","LinkedIn","vision","Growth","social","email","Legal","stock","data"],"company":{"name":"Charles Schwab","logo_url":"https://img.logo.dev/schwab.com?token=pk_fWx5G5QrQMm-0Ud8BW3mBg&size=64&format=png","description":"Charles Schwab is a financial services company focused on transforming the industry through client-centered innovation.","website_url":"https://www.schwab.com/","linkedin_url":"https://www.linkedin.com/company/charles-schwab","glassdoor_url":"https://www.glassdoor.com/Overview/Working-at-Charles-Schwab-EI_IE144.11,25.htm","x_url":"https://x.com/charlesschwab","instagram_url":"https://www.instagram.com/charlesschwab/","youtube_url":"https://www.youtube.com/channel/UCToe3dspZyw2L_JY-JmP3Mw","github_url":null,"huggingface_url":null,"tiktok_url":null,"crunchbase_url":null,"facebook_url":"https://www.facebook.com/CharlesSchwab/","employee_count_range":"10000+","employee_count":32100,"founded_year":1971,"headquarters":{"address":"3000 Schwab Way, Westlake, TX 76262, United States","city":"Westlake, TX","country":"US","lat":32.991226,"lng":-97.1943701},"industry":"fintech","company_type":"other","total_funding_usd":null,"locations":["Albany, NY","Albuquerque, NM","Alpharetta, GA","Ann Arbor, MI","Annapolis, MD","Arcadia, CA","Atlanta, GA","Austin, TX","Barrington, IL","Beaverton, OR","Bee Cave, TX","Bellevue, WA","Bethesda, MD","Birmingham, AL","Birmingham, MI","Boca Raton, FL","Boise","Boise, ID","Borough of Red Bank, NJ","Boston, MA","Boulder, CO","Brea, CA","Bridgewater, NJ","Brookfield, WI","California, USA","Cambridge, MA","Camp Hill, PA","Campbell, Santa Clara County","Carlsbad, CA","Carmel Valley Village, CA","Carmel, IN","Chandler, AZ","Charlotte, NC","Chesterfield, MO","Chestnut Hill, MA","Chicago, IL","Cincinnati, OH","Clayton, MO","Columbia, MD","Columbus, OH","Coral Gables, FL","Corte Madera, CA","Cranberry Township, PA","Dallas, TX","Dana Point, CA","Denver, CO","East Lansing, MI","East Naples, FL","Edina, MN","El Paso, TX","Eugene, OR","Forest Hills, NY","Fort Collins, CO","Fort Lauderdale, FL","Fort Myers, FL","Fort Worth, TX","Fresno, CA","Garden City, NY","Geneva, IL","Glen Allen, VA","Greensboro, NC","Greenville, SC","Henderson, NV","Holladay, UT","Houston, TX","Huntersville, NC","Huntington Station, NY","Hyderabad","Hyderabad, India","Indian Wells, Riverside","Indianapolis, IN","Irvine, CA","Jersey City, NJ","Knoxville, TN","La Jolla, San Diego","Leesburg, VA","Lone Tree, CO","Los Angeles, CA","Lynnwood, WA","Manhasset, NY","Marlton, NJ","Menlo Park, CA","Miami, FL","Middleton, WI","Millburn, Essex","Millburn, United Kingdom","Milpitas, Santa Clara County","Minneapolis-St. Paul-Bloomington, MN","Miramar Beach, FL","Mission Viejo, CA","Morristown, Morris","Mt. Pleasant, SC","Naperville, IL","Nashville, TN","New York, NY","Newport Beach, CA","Novi, MI","Oakland, CA","Oklahoma City, OK","Omaha, NE","Orange, Cuyahoga","Orlando, FL","Palm Beach Gardens, FL","Paramus, NJ","Pasadena, CA","Peachtree Corners, GA","Philadelphia, PA","Phoenix, AZ","Pittsburgh, PA","Plano, TX","Pleasanton, CA","Portland, ME","Portland, OR","Raleigh, NC","Redmond, WA","Reston, VA","Richfield, OH","Roseville, CA","Sacramento, CA","San Diego, CA","San Francisco, CA","San Juan, PR","San Luis Obispo, CA","San Mateo, CA","San Ramon, CA","Sandy Springs, GA","Santa Monica, CA","Santa Rosa, CA","Sarasota, FL","Savannah, GA","Schaumburg, IL","Scottsdale, AZ","Seal Beach, CA","Seattle, WA","Soquel, CA","South Burlington, VT","Southlake, TX","Spokane, WA","Sugar Land, TX","Sunnyvale, CA","Tacoma, WA","Tampa, FL","The Villages, FL","The Woodlands, TX","Thousand Oaks, Ventura","Torrance, CA","Town of Amherst, NY","Town of Burlington, MA","Town of Fairfield, CT","Town of Greenwich, CT","Town of Lynnfield, MA","Town of Pittsford, NY","Towson, MD","Troy, Oakland","Tucson, AZ","Tulsa, OK","Tysons Corner, VA","Upland, CA","Vancouver, WA","Vero Beach South, FL","Virginia Beach, VA","Walnut Creek, CA","Washington D.C., DC","Wayne, PA","Webster, Harris County","West Des Moines, IA","West Palm Beach, FL","Westlake, TX","Wichita, KS","Wilmington, DE","Wilmington, NC","Winston-Salem, NC","Woodland Hills, CA","Woodland Hills, Los Angeles"]},"structured_data":{"@context":"https://schema.org","@type":"JobPosting","@id":"https://curastem.org/jobs/a61i88e8e7#job","title":"VP, Financial Consultant - Forest Hills, NY","description":"Charles Schwab is a financial services firm dedicated to helping clients achieve their financial goals. This VP, Financial Consultant role involves managing existing client relationships, providing wealth management advice, and growing a practice through referrals and asset consolidation.","datePosted":"2026-04-06T00:00:00.000Z","validThrough":"2026-05-06T00:00:00.000Z","url":"https://curastem.org/jobs/a61i88e8e7","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Charles Schwab","sameAs":"https://www.schwab.com/","logo":"https://img.logo.dev/schwab.com?token=pk_fWx5G5QrQMm-0Ud8BW3mBg&size=64&format=png"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","streetAddress":"3000 Schwab Way","addressLocality":"Forest Hills","addressRegion":"NY","postalCode":"76262","addressCountry":"US"}},"employmentType":"FULL_TIME","identifier":{"@type":"PropertyValue","name":"Charles Schwab","value":"a61i88e8e7"}}}