Join Charles Schwab as a Vice President, Financial Consultant in Sunnyvale, CA, where you will empower clients to shape their financial futures. This role offers a supportive environment for professional growth, allowing you to build lasting client relationships while providing tailored wealth management and financial planning advice.
Key Responsibilities
Provide financial guidance to clients and form lasting relationships
Manage wealth on behalf of clients including various planning services
Grow client practice through asset consolidation and referrals
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
Ability to leverage Schwab specialists and advice guidelines
Openness to manage wealth including retirement and estate planning
Adaptability to changing market and business conditions
Passion for community engagement and sound investing principles
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance