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Job Description
As a Vice President, Financial Consultant at Schwab, you will empower clients in managing their financial futures through expert guidance and relationship building. This role offers a unique opportunity to create lasting client connections while actively growing your practice within a supportive and innovative environment.
Key Responsibilities
Provide financial guidance to existing Schwab clients
Build and maintain client relationships based on trust and respect
Grow client practice through asset consolidation and referrals
Engage clients in discussions about market conditions and investment strategies
Required Qualifications
Active FINRA Series 7 license
Ability to acquire FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
Strong relationship-building skills
Ability to leverage team resources and market knowledge
Openness to manage wealth across various financial services
Adaptability to changing market conditions
Passion for community engagement and client education
Desire to enhance investor experience and personal development
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