As a VP, Financial Consultant at Schwab, you'll empower clients to achieve their financial futures by providing personalized wealth management and financial planning advice, while enjoying a supportive culture that fosters professional growth.
Key Responsibilities
Provide financial guidance to clients
Build lasting client relationships based on trust
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
Strong communication strategy to exceed client expectations
Knowledge of market dynamics
Openness to manage wealth across various planning areas
Adaptability to change
Passion for community engagement
Desire to provide an outstanding investor experience
Benefits & Perks
Base salary401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance