Skilled Trade - Industrial Truck Mechanic - Kansas City Assembly

Industrial Truck Mechanics are paid a top hourly base rate of $43.335, plus applicable shift, overtime, and holiday premiums. The starting rate for this position is $43.135 with pay increases to the top rate upon completion of three consecutive months of employment. Benefits: Immediate access to Best-in-Class Company provided healthcare! Company provided premium coverage for Hospital-Surgical-Medical plus Drug, Hearing, Dental, and Vision. Basic Life Insurance and Accidental Death and Dismemberment Insurance. Accident and Sickness and Extended Disability Benefits. Automatic enrollment in TESPHE, the hourly employee 401(k) plan, at an initial pre-tax contribution rate of 3%. Also eligible for Company TESPHE contributions of 10% of base pay and $1 per compensated hour. Eligible for holiday pay, profit sharing and lump sum bonuses, paid time off, tuition assistance, and immediate vehicle discount purchase plans. Ford Motor Company is an equal opportunity employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status, or protected veteran status. Willingness and ability to work on any assigned schedule, change shifts, work more than 8 hours per day and/or work overtime, all while maintaining good attendance. Ability and willingness to learn and follow safety rules and procedures, to work in a team environment, treat co-workers with dignity and respect regardless of personal differences, and accept and follow instructions and requests from leadership. Ability and willingness to understand and follow instructions, both oral or in writing. Ability to perform tasks of the trade, stand for extended periods, walk unassisted, work at heights, work overhead including on ladders and platforms and manipulate tools typical of the trade. Tasks will require a certain amount of reaching, lifting, twisting, bending, and use of a PMHV or hilo. Ability to perceive differences in details and prints related to trade. Must be able to effectively maneuver about vehicles, equipment, assembly lines or stations, and about facility. Candidates must have completed a bona fide apprenticeship, or have 8 years of previous experience, or have a combination of previous work experience and training equivalent to a bona fide apprenticeship program in the trade. Repair and maintain all powered industrial vehicles in the plant (Yale forklifts & Cushman carriers and carts) Repair and maintain Cummings Diesel pumps Maintain PMHV batteries, battery chargers Repair and maintain the fire pumps in the plant Mechanical background more specifically electrical, diagnosis, parts repair / change on forklifts and burden carriers Successful completion of a job interview, pre-employment drug screen, physical, and background check are required. Drug panel does not include THC. LI-WE1

Skilled Trade - Industrial Truck Mechanic - Kansas City Assembly

Industrial Truck Mechanics are paid a top hourly base rate of $43.335, plus applicable shift, overtime, and holiday premiums. The starting rate for this position is $43.135 with pay increases to the top rate upon completion of three consecutive months of employment. Benefits: Immediate access to Best-in-Class Company provided healthcare! Company provided premium coverage for Hospital-Surgical-Medical plus Drug, Hearing, Dental, and Vision. Basic Life Insurance and Accidental Death and Dismemberment Insurance. Accident and Sickness and Extended Disability Benefits. Automatic enrollment in TESPHE, the hourly employee 401(k) plan, at an initial pre-tax contribution rate of 3%. Also eligible for Company TESPHE contributions of 10% of base pay and $1 per compensated hour. Eligible for holiday pay, profit sharing and lump sum bonuses, paid time off, tuition assistance, and immediate vehicle discount purchase plans. Ford Motor Company is an equal opportunity employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status, or protected veteran status. Willingness and ability to work on any assigned schedule, change shifts, work more than 8 hours per day and/or work overtime, all while maintaining good attendance. Ability and willingness to learn and follow safety rules and procedures, to work in a team environment, treat co-workers with dignity and respect regardless of personal differences, and accept and follow instructions and requests from leadership. Ability and willingness to understand and follow instructions, both oral or in writing. Ability to perform tasks of the trade, stand for extended periods, walk unassisted, work at heights, work overhead including on ladders and platforms and manipulate tools typical of the trade. Tasks will require a certain amount of reaching, lifting, twisting, bending, and use of a PMHV or hilo. Ability to perceive differences in details and prints related to trade. Must be able to effectively maneuver about vehicles, equipment, assembly lines or stations, and about facility. Candidates must have completed a bona fide apprenticeship, or have 8 years of previous experience, or have a combination of previous work experience and training equivalent to a bona fide apprenticeship program in the trade. Repair and maintain all powered industrial vehicles in the plant (Yale forklifts & Cushman carriers and carts) Repair and maintain Cummings Diesel pumps Maintain PMHV batteries, battery chargers Repair and maintain the fire pumps in the plant Mechanical background more specifically electrical, diagnosis, parts repair / change on forklifts and burden carriers Successful completion of a job interview, pre-employment drug screen, physical, and background check are required. Drug panel does not include THC. LI-WE1

Investment Consultant - New York, NY (Grand Central)

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. To learn more about our client offerings visit: Charles Schwab - Investor Services 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 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

CDL A Local Delivery Truck Driver

Job Summary: Sysco has immediate job openings for dependable local CDL A Delivery Truck Driver to safely and efficiently operate a tractor-trailer and manually unload/deliver various products (meats, produce, frozen foods, groceries, dry goods, supplies, etc.) to customer locations on an assigned route schedule. Our truck drivers build relationships with each customer using their positive, friendly attitude and become familiar with their operations to meet needs and expectations. QUALIFICATIONS Minimum Requirements 21 years of age. Pass employment testing License to drive - valid Class A Commercial Driver License (CDL) with a driving record that meets company insurability standards Commercial Vehicle Drivers must have the ability to read and speak the English language sufficiently to converse with the general public, to understand highway traffic signs and signals in the English language, to respond to official inquiries, and to make entries on reports and records. Touch freight – may need to lift, push or move product weighing an average of 40-60 pounds and as much as 100 pounds repeatedly. Flexibility – overtime as required, weekends and holidays as business needs require. Preferred Requirements 1 year customer delivery experience preferred. 6 months hand cart/hand truck experience preferred. 6 months Food and Beverage experience preferred. 2 years consistent work history preferred. BENEFITS Excellent pay, including productivity incentives. Most Driver Trainees have daily routes and are home nightly. Paid vacation and holidays. RELOCATION ASSISTANCE AVAILABLE. Ongoing job skills and leadership development training. Career growth opportunities – we promote from within! MEDICAL AND PRESCRIPTION PLANS EFFECTIVE ON YOUR START DATE Comprehensive healthcare benefits. Generous retirement benefits. Employee discount programs. Service recognition and employee rewards. Discounts on Sysco stock (SYY). Referral programs. Safety programs. Tuition reimbursement. Uniforms. More benefits, too many to name. Sysco is more than just a place to work. Our passion for food and our customers has made us the industry leader. To remain on top, we will continue to think bigger, work harder and never give up. It takes a special kind of CDL A Delivery Truck Driver to work for Sysco. Are you ready to drive success? Click on the hyperlink to watch A Day in the Life of a Sysco Driver.

VP, Financial Consultant- Fresno, CA

Position Type: Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or 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. 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 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. 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 - Birmingham, AL

Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee ‑ based, non ‑ discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long ‑ term goals. This role is ideal for someone who thrives in a relationship ‑ driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long ‑ term retention, and advisory excellence. 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 locations. What you have Required Qualifications Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust. Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience. Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations. Additional Requirements CFP® designation or CFA® designation Bachelor’s degree Active FINRA Series 7 license May be obtained with a 120-day condition of employment Active FINRA Series 66 license (or equivalent) May be obtained within the first 120 days 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Specialist, Trader Service - International Client Services (Mandarin/Cantonese/Spanish)

Position Type: Regular Your opportunity In addition to the salary range, this role is eligible for a bonus and language incentive opportunities. 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(s). Our International Trader Service organization has been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as an Inbound International Trader Service Specialist where you will work with brokerage clients as the subject matter expert in equities, and derivatives (options & futures). Working on the first and second shift, you’ll have increased exposure to complex client trades, offering an accelerated growth trajectory. Our team consists of a diverse workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow this is the role for you. What you have To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have. Required Qualifications: Series 7 and 63 licenses Series 3 license (can be obtained as Condition of Employment) Bilingual in Spanish or Mandarin or Cantonese (Writing, Reading and Speaking) Preferred Qualifications: 1 year of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner Series 9/10 valued but not required Series 34 license Takes initiative and thrives in a fast-paced, independent environment A desire to learn and quickly progress through to Trader 3 Bachelor’s Degree Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients Current or previous contact center experience Ability to deliver a heightened client experience utilizing an advanced client dialog model Previous experience in customer service, client support and problem resolution skills Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines Strong trading or familiarity with the securities industry and an understanding of options and equities Ability to serve as a peer mentor and role model to less tenured and less knowledgeable peers In addition to the salary range, this role is eligible for bonus or language 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Investment Consultant - Cincinnati, OH

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. To learn more about our client offerings visit: Charles Schwab - Investor Services 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. 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

Investment Consultant - Denver, CO (Downtown Denver)

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee ‑ based, non ‑ discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long ‑ term goals. This role is ideal for someone who thrives in a relationship ‑ driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long ‑ term retention, and advisory excellence. 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 locations. What you have Required Qualifications Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust. Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience. Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations. Additional Requirements CFP® designation or CFA® designation Bachelor’s degree Active FINRA Series 7 license May be obtained with a 120-day condition of employment Active FINRA Series 66 license (or equivalent) May be obtained within the first 120 days 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

VP, Financial Consultant - Phoenix, AZ (Biltmore)

Position Type: Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or 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. 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 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. 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