Investment Consultant - Lancaster, PA

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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray int o the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’l l learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Investment Consultant - Ormond Beach, FL

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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray int o the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’l l learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Wealth Consultant Partner - Ultra High Net Worth- Orlando, FL

Position Type: Regular Your opportunity *In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities* As part of our Wealth Services 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 Sr. Wealth Consultant, 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 Sr. Wealth Consultant. As a Wealth Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one up to three Sr. Wealth Consultants. In a team-based model, tasks can be completed as directed by your Sr. Wealth Consultant(s), in partnership with, or independently with check-ins: Provide direct, dedicated support for Sr. Wealth Consultant(s) and their practice clients. Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Wealth Consultant(s) to close the business. Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Wealth Consultant(s). Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Wealth Consultant(s). Update and compile client information through Schwab’s internal customer relationship management (CRM) tool. Identify leads and proactively generate ideas to connect with clients and prospects. Set and prepare for appointments, e.g., review planning status, life events, suitability updates. Manage and perform activities in preparation for, and following, client appointments with designated Sr. Wealth Consultant(s). Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects. Support the business development and relationship building activities of the Sr. Wealth Consultant(s) by following up on referrals and engaging with prospective clients. Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed. Partner with Sr. Wealth Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch. Participate in or conduct the initial client on-boarding process. Assist Sr. Wealth Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events. What you have Required minimum skills and qualifications are: Bachelor’s degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem-solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team-based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years 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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Financial Consultant Partner - Atlanta, GA - Cobb

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 This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program ) A valid and active Series 66 (63/65) license required ( license(s) may be obtained under a condition of employment ) Preferred Qualifications: 3 years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool Openness to manage local events, as needed In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

VP, Financial Consultant - Garden City, NY

Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab 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. 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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Wealth Consultant Partner - Ultra High Net Worth- Orlando, FL

Position Type: Regular Your opportunity *In addition to a base salary range posted, this role is also eligible for bonus or incentive opportunities* As part of our Wealth Services 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 Sr. Wealth Consultant, 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 Sr. Wealth Consultant. As a Wealth Consultant Partner at Charles Schwab, you will operate in a team-based model partnered with one up to three Sr. Wealth Consultants. In a team-based model, tasks can be completed as directed by your Sr. Wealth Consultant(s), in partnership with, or independently with check-ins: Provide direct, dedicated support for Sr. Wealth Consultant(s) and their practice clients. Interface with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities and in partnership with your Sr. Wealth Consultant(s) to close the business. Provide advice to include suitability, recommendations, and planning for practice clients in partnership with your Sr. Wealth Consultant(s). Build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Wealth Consultant(s). Update and compile client information through Schwab’s internal customer relationship management (CRM) tool. Identify leads and proactively generate ideas to connect with clients and prospects. Set and prepare for appointments, e.g., review planning status, life events, suitability updates. Manage and perform activities in preparation for, and following, client appointments with designated Sr. Wealth Consultant(s). Manage local event administration including venue identification, scheduling, contract negotiation, invitation creation, attendance confirmation, development of client presentations, and follow-up post-event with clients and prospects. Support the business development and relationship building activities of the Sr. Wealth Consultant(s) by following up on referrals and engaging with prospective clients. Leverage key business partners (Partner Support & Pinnacle) to resolve, research, and respond to client inquiries and issues as well as ensure operational tasks are completed. Partner with Sr. Wealth Consultant(s) to ensure we are providing an exceptional experience for clients ultimately improving client promoter score for the branch. Participate in or conduct the initial client on-boarding process. Assist Sr. Wealth Consultant(s) with client segmentation and client engagement blue prints; leverage Connect mailings, branch workshops, as well as regional/national events. What you have Required minimum skills and qualifications are: Bachelor’s degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem-solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team-based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years 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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Financial Consultant - Financial Solutions Branch- Phoenix, AZ (South Mountain)

Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for branch bonus and incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab 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. The Financial Solutions Branch (FSB) is part of the Specialized Teams for Advice & Relationship (STAR) organization in the Investor Services Branch Network. FSB provides a high-scale dedicated relationship model responsible for serving Mass Affluent investors. FSB is an extension of the Branch Network and serves our new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools for today’s markets. The team partners closely with a wide range of departments and partners, including the local and national branches, to ensure these clients get the most out of their relationship with Schwab. Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement, cultivating relationships, and gaining long term client loyalty in working with Schwab’s mass affluent client base. Through engagement, you will support client outreach, client retention, and improve overall client satisfaction as you position yourself to be a key resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch, you will advocate on behalf of your clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team of internal specialists to help clients fulfill their financial goals. You will confidently provide wealth management recommendations, advisory guidance, and will discuss timely and relevant topics to drive meaningful outcomes for your clients. Finally, you will grow and retain your practice by responding to your client’s needs, supporting asset consolidation, and continue to partner alongside your clients as you help guide them through their financial journey. Your typical day would include client outreach, planning and advice discussions, virtual client presentations, discussions of market trends, collaborating with business partners, sharing of best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform. 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 use technology and 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 Clients. 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. What you have We place a premium on high performance, quality service and the ability to implement our strategy. Required skills include: Active FINRA Series 7 license Series 66 (63/65) license Life & Health Insurance license (license(s) may be obtained under a 120 day condition of employment) Preferred: Minimum of 5 years of financial experience Entrepreneurial and a self-starter mentality Polished and persuasive interpersonal and verbal/ written communication skills Able to quickly learn new technology and use a variety of data and systems Open to ongoing coaching and development to achieve positive client outcomes and career aspirations Strong time management skills and productivity; ability to successfully balance competing priorities Learning mentality, as you gain an understanding of all the products and services at Schwab Extensive Schwab network to best address client concerns This role will require a Monday – Friday 5x8 schedule What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

VP, Branch Manager- Towson, MD

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. As a Branch Manager , you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsibl e for increasing branch revenue while expanding its client base . Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales coaching , sales process management, training delivery, performance management and recognition , client presentations, interviewing prospective employees, collaborating with business partners , sharing of best practices, and performing compliance and administrative tasks characteristic of our industry. If you’re looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you. What you have Required qualifications Active and valid Series 7 license Active and valid Series 66 (63/65) license required ( may be obtained within a 9 0-day condition of employment) Active and valid Series 9/10 license required ( may be obtained within a 9 0-day condition of employment) Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment) Bachelor’s degree or equivalent , or equivalent work - related experience 4 years financial sales leadership experience Preferred qualifications Active and valid FINRA Series 24 license CFP, CFA, CIMA, and/or AAMS Strong leadership, management , and motivational skills A desire to lead, a passion for sales management, and a deep commitment to client service Proficient in establishing quality cross - enterprise partnerships Strong candidates will also have e xcellent communication skills and a track record of success in sales and sales leadership What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

VP, Financial Consultant - Orlando, FL (National Branch - Southeast)

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 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. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab 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 l everage 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. 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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

VP, Assistant Branch Manager - Portland, OR

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. As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals , attending to performance management and employee engagement. In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager , a critical leader role within our Investor Services organization , which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you. What you have Required Qualifications: Bachelor’s degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 90 day condition of employment) A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: A minimum of 5 years in the financial services industry with leadership experience preferred Ability to provide ongoing employee coaching, development, and recognition Demonstrated business development experience with a strong drive for results Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement. Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment) CFP® designation is preferred Strong brokerage and industry knowledge In addition to the salary range, this role is eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Staff Nurse - Short Stay Unit (Preop/Phase II)- FT - Day/Evening-LHAAMC

Position Objective: Contributes to the provision of high-quality, cost-effective healthcare as a provider of direct and indirect patient care and by effective of the health care team. Functions as a competent member of the health care team. 1. Clinical Decision Making/Judgment Demonstrates clinical nursing knowledge and skill in the specialization of the unit. Demonstrates the ability to apply the nursing process effectively in the care of culturally diverse patients and families. Demonstrates the ability to utilize all applicable laws, policies, standards, guidelines and evidence-based practice in the provision of patient/family care. Organizes and reprioritizes patient care activities based on subtle and overt and/or environmental changes. Consistently and thoroughly assesses patients to collect data and identify learning needs according to established standards and policies. Utilizes a systematic, continuous and complete analysis of assessment data to develop individualized problem lists for assigned patients. Develops and individualizes a plan of care for each patient in accordance with established standards, appropriate prioritization of problems/needs, and mutually agreed upon goals. Efficiently implements the patients plan of care in accordance with applicable standards, policies, procedures and guidelines. Demonstrates proficiency in medication administration, pain management and other unit or initiative specific skills. Continuously evaluates the effectiveness of the plan(s) of care, making revisions and recommendations based on analysis of patient responses to interventions. 2. Nurse-Patient Family Relationships Demonstrates the ability to assess the patients/familys learning needs, readiness to learn, learning style, and presence of barriers to learning. Demonstrates the ability to develop, implement and evaluate teaching plans for patient populations in unit specialty in accordance with applicable standards. Demonstrates the ability to apply knowledge of growth and development across the life span to the care of patients. Provides direct patient care to patients and families in a culturally, developmentally and ethically appropriate manner. Plans of care address the physical, psychosocial, spiritual and learning needs of the patient/family. 3. Clinical Scholarship Participates in QI, CPI and risk management activities at the unit, department or organizational level. Demonstrates the ability to effectively perform and improve all processes in order to achieve excellence with regard to Luminis Healths quality standards and benchmarks. Supports the use of evidence based guidelines and organizational policies and procedures to promote safe patient care and a safe practice environment. 4. Clinical Leadership Participates in unit shared governance according to departmental standards. Participates in the education and orientation of new staff. Delegates patient care activities as appropriate; evaluates delegated activities for expected patient care outcomes. Employs real time computer documentation when completing patient record. Educational/Experience Requirements: Graduate of an accredited school of nursing Adherence to the credentialing requirements of Luminis Health as stated in the nursing bylaws. Where applicable, completion of a BSN is required within 5 years of date of hire Required License/Certifications: Current licensure as a registered nurse by the Maryland Board of Nursing BLS - American Heart Association Health Provider If serving as a bilingual/multilingual interpreter, certification in Medical Interpretation is required to perform the duties of a qualified interpreter. Additional requirements by department: PALS Requirement: The following department(s) require PALS: Pediatrics Unit, Postanesthesia Care Unit, Endoscopy, Procedural Care Unit, Interventional Radiology. ACLS Requirement: The following department(s) require ACLS: Heart and Vascular Unit, Neuro Care Unit, ICU/IMU, Interventional Radiology, Postanesthesia Care Unit, Progressive Care Unit, Resource Nurses, Emergency Department, Prep, Telemetry, Outpatient Infusion, Vascular Access Team, DRCC Bowie, Observation Unit, Endoscopy, Procedural Care Unit, Cardiac Cath Lab, Flex Nursing Unit, ICU, Operating Room (LHDCMC only), Cardiac Cath Lab, Observation Unit, DCMC IP Mental Health, and Edwards Pre-Op and PACU. Chemotherapy/Immunotherapy Certification requirement: Certification within 6 months of hire if experienced or within 1 year for new graduate nurse The following department(s) require a Chemotherapy/Immunotherapy Certification: Oncology Unit NRP - Neonatal Resuscitation requirement: The following department(s) require NRP - Neonatal Resuscitation: Mother and Baby Unit, Neonatal Intensive Care Unit, Labor and Delivery Unit, and Women's Surgical Unit. BLS requirement: The following department(s) require BLS: Employee Health, Performance Improvement, Special Pathogens Unit, Neuro Care Unit, Pre-Anes Testing, Wound Care Center, Medical Staff Office, Nursing Administration, Nursing Graduate Program, Women's Surgical Unit, Joint and Spine Unit, 4 Medical, IV Therapy, Nursing Quality and Research, HSCRC Nursing Grant, Flex Nursing Unit, ICU, Operating Room, Short Stay Unit, Postanesthesia Care Unit, Progressive Care Unit, 4TH FLOOR, DCH 3 East Med Surg Telemetry, 3 West Oncology, Emergency Room, Oncology Unit and 2 EAST OBS. Working Conditions, Equipment, Physical Demands: There is a reasonable expectation that employees in this position will be exposed to blood-borne pathogens. Physical Demands - The physical demands and work environment that have been described are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act. The above job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; your supervisor may assign other duties as deemed necessary. Pay Range $34 — $54 USD Luminis Health Benefits Overview: • Medical, Dental, and Vision Insurance • Retirement Plan (with employer match for employees who work more than 1000 hours in a calendar year) • Paid Time Off • Tuition Assistance Benefits • Employee Referral Bonus Program • Paid Holidays, Disability, and Life/AD&D for full-time employees • Wellness Programs • Employee Assistance Programs and more *Benefit offerings based on employment status Opt-in for text notifications! Luminis Health's two-way SMS texting platform lets you receive notifications and messages from our Talent Acquisition team directly on your phone. To enable this feature, select "yes" when asked to "opt-in to receive text messages" and to "Receive updates from a recruiter about this job via SMS" when completing your application. Once you are opted in, you can easily opt-out at any time. Standard text messaging rates may apply based on the candidate's mobile carrier plan. Luminis Health is not responsible for any charges incurred by the recipient. Candidates are encouraged to review their mobile carrier's plan for applicable text messaging rates and usage charges.

Certified Nursing Assistant - Acute Oncology

Description Summary: Under the direct supervision of a Registered Nurse/licensed Nurse, this Job will assist with routine and repetitive patient care activities in a nursing unit. This Job also performs specific clerical, organizational, and patient-focused activities. The patient-focused tasks will be supportive in nature. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Assists with the admission, transfer, and discharge of patients. Completes pertinent documents. Prepares rooms for admission by setting up IV pots, and adjusting bed to the appropriate level. Assures that all patient belongings accompany the patient to the new unit or home at time of discharge. Safely transports stable patients as required. Maintains security/confidentiality when transporting patients and interacting with family and visitors. Cleans, procures and returns equipment and supplies. Run errands for the unit as required. Assist Licensed personnel in providing a safe and comfortable environment at all times; replenish patient room with water, linen, and towels, as appropriate. Perform unit-specific patient care tasks in accordance with the skills checklist and documents on the flowsheet. Identify obvious changes in the patient's condition and take responsibility for reporting those changes promptly to the nurse in charge. Assist with the ordering and maintenance of stock items according to established inventory when needed. Keeps unit supplies in an organized and orderly fashion. Respond appropriately to emergencies. Communicate effectively with other team members during and between shifts. Responds to phone calls and patient call lights. Appropriately adapt assigned patient assessment, treatment, and/or care methods to accommodate the unique physical, psychosocial, cultural, age-specific, and other developmental needs of each patient served. Demonstrates competence to perform assigned patient care responsibilities in a manner that meets the population-specific and developmental needs of patients served by the department. Job Requirements: Education/Skills High School Diploma or equivalent preferred. Experience Patient care experience in an acute care setting is preferred. Licenses, Registrations, or Certifications CNA License in state of employment required. BLS required. Work Schedule: 6AM - 6PM 12 HR Shift Work Type: Full Time