If you want to work with a firm that is dynamic, client centric and values your contributions by providing a successful environment for outstanding financial rewards, consider a career as an Investment Consultant at Charles Schwab. The Investment Consultant will pursue this mission through: To learn more about our client offerings visit: Charles Schwab - Investor Services$90k-162k yearly est.2d ago
VP, Senior Wealth Consultant - Ultra High Net Worth- DC Metro Area
Regular
Your Opportunity
As a Schwab Sr Wealth Consultant, you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Sr Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores
Partner with wealth specialists to offer solutions including banking, lending and trust
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing clients
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you are good at
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Demonstrates a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients
Able to adjust style of communication to best connect with others
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure, adversity, or change
Actively engages and helps others succeed$149k-236k yearly est.2d ago
Financial Services Representative
Fidelity Investments is a privately held company with a mission$28k-45k yearly est.2d ago
Wealth Consultant Partner, Ultra High Net Worth - Westlake, TX OR Arlington, VA
In a team-based model, tasks can be completed as directed by your Sr. Financial Consultant(s), in partnership with, or independently with check-ins: Wealth Consultant(s) and their practice clients. Wealth Consultant(s) to close the business. As part of our Wealth Advisory team, the Wealth Consultant Partner is an essential member of an elite team providing high-touch service and on-going support for the wealth management needs of the ultra-high net worth client. In partnership with the Wealth Advisor, the Wealth Consultant Partner will deliver exceptional service, help to grow and deepen client relationships, while also delivering advice with the practice clients of the Wealth Advisor. As a Wealth Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one to three Sr. Financial Consultants. Support the business development and relationship building activities of the Sr. Financial Consultant(s) by following up on referrals and engaging with prospective clients. Partner with Sr. Financial Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch. Assist Sr. Financial Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events. Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Financial Consultant(s).$75k-100k yearly est.1d ago
VP, Financial Consultant - Reston, VA
Regular
Your Opportunity
Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for delighting clients to the Schwab Financial Consultant position. You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing their practices, while driving successful outcomes for our clients. We are looking for professionals who advocate on behalf of our clients by listening and discovering what is most important to them, understand who they are, and then collaborate with a team of internal specialists to help clients fulfill those goals and dreams.
Financial Consultants are procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, they grow their practice holistically through client asset consolidation, networking, and earning client referrals. Financial Consultants are empowered to choose their most productive working environment (within corporate guidelines). This includes space to work within the branch, remote flexibility and the potential for flexible work schedules to accommodate work/life balance needs. Managing wealth on behalf of our clients includes:
Retirement Planning
Education Planning
Investment Management
Banking and Lending Management
Insurance and Risk Management
Estate Planning
If you want to positively impact the financial security of clients, provide an outstanding investor experience, use the power of partnerships and the extensive resources available at Schwab, all while continuing to further your own professional development in Wealth Management, please consider this opportunity.
What you are good at
You are a results-oriented, highly motivated self-starter with a strong work ethic that will be an ambassador in helping clients plan for their future, driving referrals and retaining clients at Schwab for a lifetime. Our goal is that through providing outstanding advice and consultation, you are able to earn the trust and dedication of our clients.
When meeting with clients you will:
Be Curious and Consultative:
Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.
Be a Trusted Advisor:
Build strong relationships
,
engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Have a Defined Process:
Demonstrate your ability to deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients' needs.
Use your Team and Ability to Influence:
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.
Be a Challenger:
Partner with and Educate$86k-160k yearly est.2d ago
Investments Operations Consultant
Fidelity Investments is a privately held company with a mission$97k-121k yearly est.2d ago
Client Relationship Specialist - Washington DC (K Street)
Our Client Relationship Specialists will pursue this mission through: To read more about our client offerings visit: Charles Schwab - Investor Services If you want to be a part of a firm that truly values your contributions, consider a career at Charles Schwab. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses$57k-74k yearly est.1d ago
Senior Environmental Coordinator
We have an exciting opportunity for a regionally based (PA, WV, VA) Environmental Coordinator/Senior Environmental Coordinator. Blackrock Resources seeks an incumbent who possesses the following:$68k-88k yearly est.13d ago
Control Engineer
Baltimore, MD area Coverage for the assistant engineer and/or chief engineer in their absence.$95k yearly20d ago
Vice President, Market Leader (Washington, D.C.)
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. Representing a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs and sub-advisory relationships, USWAs mandate is to deliver One BlackRock to Wealth Clients. + Position based in Washington DC + Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors BlackRock's US Wealth Advisory business manages the firm's relationships with US wealth investors and financial advisors. BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. + Collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and solutions to the client - strong resource allocation skills + Demonstrate mastery of BlackRock products and resources The role is located in Washington DC.$96k-135k yearly est.15d ago
Vice President, Finance Platform Strategies
Location: 1 University Square Drive, Princeton, NJ 08540 Position Title: Vice President, Finance Platform Strategies BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Company Name: BlackRock Financial Management, Inc.$123.6k-160k yearly6h ago
Analyst ETL Transition Management
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all.$68k-99k yearly est.1d ago
Analyst, External Reporting
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. The team is also responsible for the consolidation of BlackRock's books and records. BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.$59k-76k yearly est.1d ago
Associate, Market Risk Management
As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. Position Title: Associate, Market Risk Management For New York City only: The salary range for this position is $131,500 - $140,000. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Location: 50 Hudson Yards, New York, NY 10001 Manage risk of portfolios within BlackRock's Separately Managed Accounts (SMA) business. Company Name: BlackRock Financial Management, Inc. In collaboration with other BlackRock departments, perform data analytics and create innovative risk oversight framework with scalability using Python, R, SQL, Excel and MS suite to meet risk management needs specific to SMA clients' investment objectives.$131.5k-140k yearly1d ago
Market Data Operations Associate
This position will be mainly responsible for market data users' declaration, Market Data spend inventory management, invoice reconciliation & validation and market data month-end & reporting. The Operations team within IDS handles all market data and index requests and works with the vendors address various reporting, invoice reconciliation & validation and other needs in timely manner. This associate will be responsible for our day-to-day market data deliverables, project work related to transformation and respond to business inquiries. The group is comprised of three key areas: Client Onboarding & Servicing, Market Data Operations, and Index Licensing Operations. BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. We are looking for a highly energetic, ambitious, and motivated individual to join our Market Data Operation team in Gurgaon. The Index & Data Solutions team (IDS) is responsible for the index and market data strategy for the firm and the management of the commercial relationships with each provider.$74k-105k yearly est.1d ago
Associate, Core Portfolio Management
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. Think about the big picture including how BlackRock's research can translate into a usable product by clients. BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Job Title: Associate, Core Portfolio Management Location: 725 Ponce De Leon Avenue NE, Atlanta, GA 30306 For additional information on BlackRock, please visit careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock$70k-99k yearly est.1d ago
Associate, Product Oversight and Governance
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Location: 100 Bellevue Parkway, Wilmington, DE 19809 Company: BlackRock Investment Management, LLC As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. Participate in the U.S. Mutual Fund product life cycles, including developing and implementing policy, liaising with the mutual fund boards as well as supporting other BlackRock operating units. Summary of Duties: Coordinate the control environment for BlackRock funds and work on the funds' business affairs. BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Position Title: Associate, Product Oversight and Governance$74k-101k yearly est.1d ago
As part of the BlackRock family, eFront is experiencing exciting growth and development. Our team is committed to expanding BlackRock's presence in Alternative Investments and setting new standards for system implementations. BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. We're seeking a talented individual to join Aladdin Client Transformation team in Asia Pacific, as implementation consultant.$69k-97k yearly est.1d ago
Analyst, Asia-Pacific Controllers
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.$68k-94k yearly est.1d ago
Associate, Software Engineer, Applications
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. Company: BlackRock Financial ManagementJob Title: Associate, Software Engineer, ApplicationsLocation: 725 Ponce De Leon Avenue NE, Atlanta, GA 30306 BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. For additional information on BlackRock, please visit careers.blackrock.com | www.blackrock.com/corporate | Instagram: @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock$64k-83k yearly est.1d ago
The BlackRock hierarchy structure starts with the Global Executive Committee (GEC), which serves as its highest level of leadership within BlackRock. This is followed by the board of directors, the leadership team, and the CEO and Executive team. BlackRock has more than 16,000 employees spanning over 35 countries.
The hiring process at BlackRock is long and intense, lasting up to several months. You apply for a position at the company on its website or through a third-party job website.
After submitting a resume, you are contacted by a recruiter of BlackRock to submit a virtual cover letter for a role at BlackRock.
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BlackRock may also be known as or be related to Black Rock Inc, BlackRock, BlackRock Asset Management North Asia Ltd., BlackRock Inc, Blackrock and Blackrock, Inc.