VP, Financial Consultant- Monarch Beach (Dana Point), CA
Charles Schwab
Dana Point, CA
4 days ago
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Job Description
Join Schwab as a VP, Financial Consultant to empower clients in managing their financial futures. Foster relationships built on trust while benefiting from a nurturing culture that supports your professional journey.
Key Responsibilities
Provide financial guidance to clients and build lasting relationships
Manage wealth on behalf of clients including retirement and education planning
Grow client practice through asset consolidation and referrals
Required Qualifications
A valid and active FINRA Series 7 license
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
Ability to build strong relationships and engage clients
Strong knowledge of market conditions and investment strategies
Experience in wealth management and financial planning
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and a 4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance