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Job Description
Join Charles Schwab as a Vice President, Financial Consultant, where you'll empower clients in their financial journeys. With a supportive culture and diverse opportunities, you'll provide expert wealth management advice while building meaningful client relationships.
Key Responsibilities
Provide wealth management and financial planning advice to existing Schwab clients
Grow client practice through asset consolidation, networking, and referrals
Build lasting relationships based on trust and respect
Required Qualifications
Valid and active FINRA Series 7 license
Ability to obtain FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
Ability to build strong relationships and engage clients
Desire for community engagement and effective client communication
Commitment to providing an outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance