VP, Financial Consultant - Dallas, TX (North Dallas)
Charles Schwab
Dallas, TX
8 days ago
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This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab as a Vice President, Financial Consultant, where you'll empower clients to take charge of their financial futures. Leverage your expertise to provide personalized wealth management advice and foster lasting client relationships in a supportive environment.
Key Responsibilities
Provide financial guidance to clients and build lasting relationships
Grow client practice through asset consolidation and referrals
Manage wealth on behalf of clients, including various planning services
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
Leverage team specialists and market knowledge
Openness to manage wealth including Retirement and Estate Planning
Adapt to changing market conditions
Passion for community engagement
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance