Vice President of Financial Services Jobs
Vice President of Financial Services jobs are open across banking, insurance, and wealth management, at levels from director to executive, with specializations in risk management, lending operations, and investment strategy. Find a role that fits below and apply directly.
Find JobsLooking for remote work? View remote vice president of financial services jobs →Overview
Showing 5 of 65+ Vice President of Financial Services jobs
Your opportunity
Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
Why you’re set up for success
You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
- Schwab Training and Development
To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklongbootcamp to connect with peers and learn from experts.
After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
- Career Pathing
As your career evolves, Schwab’s four-level Financial Consultant track offers a clearpath for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community.
You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.
- Competitive Compensation
This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.
Investment Professionals' Compensation | Charles Schwab
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiringFINRA Series 66 (63/65) as it will berequired during your tenure on the job
- Obtaining or acquiring Life & Health Insurance as it will berequired during your tenure on the job
- CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)
The skills you bring:
- Business Development
Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management
- Relationship Building
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by ing 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 clients’progress toward achieving their goals.
- Investment Strategies and Financial Planning
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
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
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
Your opportunity
Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
Why you’re set up for success
You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
- Schwab Training and Development
To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklongbootcamp to connect with peers and learn from experts.
After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
- Career Pathing
As your career evolves, Schwab’s four-level Financial Consultant track offers a clearpath for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community.
You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.
- Competitive Compensation
This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.
Investment Professionals' Compensation | Charles Schwab
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiringFINRA Series 66 (63/65) as it will berequired during your tenure on the job
- Obtaining or acquiring Life & Health Insurance as it will berequired during your tenure on the job
- CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)
The skills you bring:
- Business Development
Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management
- Relationship Building
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by ing 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 clients’progress toward achieving their goals.
- Investment Strategies and Financial Planning
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
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
Eligible Schwabbies receive
Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment
See All 65 Vice President of Financial Services Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsVice President of Financial Services Job Market
Who's Hiring
- Charles Schwab23
- Aon3
- Wealth Enhancement2
- Serco1
- Loomis1
Top Industries Hiring
- Insurance
- Chemicals & Materials
What Employers Look For
The qualifications that appear most often in vice president of financial services jobs.
- 10 or more years of progressive experience in financial services leadership roles
- Demonstrated expertise in financial analysis, budgeting, and forecasting at scale
- Bachelor's degree in finance, accounting, economics, or a related field required
- Experience managing regulatory compliance programs such as Dodd-Frank or Basel III
- MBA or CFA designation strongly preferred for senior VP and executive-track positions
- Proficiency with enterprise financial platforms and core banking or insurance systems
Tips for Your Vice President of Financial Services Job Search
Quantify your P&L and portfolio impact
VP-level financial services roles expect revenue and risk metrics front and center on your resume. Replace vague descriptions with figures tied to loan volume managed, assets under oversight, or cost reductions you drove across a business unit.
Align your resume to regulatory depth
Hiring managers in financial services screen hard for demonstrated fluency with applicable regulations. Call out specific frameworks you have worked within, whether that is Basel III capital requirements, Dodd-Frank compliance programs, or state-level insurance solvency rules.
Target companies at your AUM or revenue tier
A vice president of financial services at a regional credit union operates at a very different scale than one at a national investment bank. Apply to organizations whose book size and product complexity match what you have already managed, so your experience reads as an exact fit.
Apply early to roles that fit
Migrate Mate lists vice president of financial services openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a cross-functional leadership narrative
VP interviews in financial services consistently probe how you have worked across risk, compliance, operations, and product teams. Build two or three specific stories that show you driving alignment between departments, not just managing within your own function.
Negotiate total compensation, not just base salary
Equity participation, deferred compensation schedules, and performance bonus structures vary widely at the VP level in financial services. Understand the full package structure before your final-round conversation so you can negotiate each component with the same precision you bring to a deal.
Vice President of Financial Services Jobs: Frequently Asked Questions
Which companies are hiring the most vice president of financial servicess?
The most active employers for vice president of financial servicess right now are Charles Schwab, Aon, and Wealth Enhancement, and the most openings are in California, New York, and Virginia, based on current listings on Migrate Mate as of November 2026. Financial institutions of all sizes post at this level, so both large national banks and regional firms appear regularly.
How many vice president of financial services jobs are remote?
About 88% of vice president of financial services openings are fully remote or hybrid as of November 2026, with availability varying significantly by sub-function. Strategy, investor relations, and certain compliance advisory roles tend to offer the most remote flexibility, while positions tied to branch operations, lending production, or in-person client relationships are more likely to require an on-site presence.
How do you become a vice president of financial services?
Most vice presidents of financial services build a path through progressively senior roles in areas like commercial lending, wealth management, risk, or insurance operations, earning a director or senior manager title before the VP step. A bachelor's degree in finance or a related field is standard, and many candidates pursue an MBA or the CFA credential to accelerate the transition. Demonstrated leadership over teams, budgets, and regulatory programs is what moves a director-level candidate into VP consideration.
Can you get a vice president of financial services role without direct VP experience?
Yes, candidates with strong director-level or senior manager experience in financial services regularly make the step to VP without having held the title before. What matters most is evidence that you have already operated at that scope, meaning P&L responsibility, cross-functional leadership, and accountability for compliance or risk outcomes. A well-constructed resume that makes your existing scope visible is often the deciding factor in whether a hiring committee sees you as ready.
What does the vice president of financial services interview process look like?
The process typically runs three to five rounds and begins with a recruiter or HR screen focused on background and culture fit. This is followed by interviews with a direct hiring manager and functional peers, often including a case study or scenario exercise tied to credit risk, portfolio management, or regulatory response. Final rounds usually involve senior leadership and may include a presentation on a strategic challenge relevant to the business unit.
Where can I find and apply to vice president of financial services jobs?
You can find and apply to vice president of financial services jobs on Migrate Mate, which lists current openings from employers across the United States. The listings cover roles in banking, insurance, wealth management, and related sectors at the VP level. Find roles that match your background and apply directly to each listing from the page.
See All 65 Vice President of Financial Services Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs