As a Vice President, Financial Consultant at Charles Schwab, you'll empower clients to achieve their financial goals through tailored guidance and support. This role offers the opportunity to build lasting relationships and grow your practice in a nurturing environment.
Key Responsibilities
Provide financial guidance to clients while building lasting relationships
Grow practice through client asset consolidation and networking
Manage wealth for clients including retirement, education, and investment planning
Required Qualifications
A valid and active FINRA Series 7 license required
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 of Schwab specialists and market knowledge
Openness to manage wealth across various financial domains
Adaptability to changing market conditions
Passion for community engagement in financial discussions
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