VP, Financial Consultant - Omaha, NE (National Branch Great Pacific II)
Charles Schwab
Bellevue, IA
1 day ago
Job Description
Join Charles Schwab as a Vice President, Financial Consultant, where you will empower clients with financial guidance in a supportive environment. This role offers you the chance to build lasting relationships and make a significant impact in the finance industry while growing your own practice.
Key Responsibilities
Provide wealth management and financial planning advice to existing Schwab clients
Grow client practice through asset consolidation and networking
Establish lasting relationships built on trust and respect
Empower clients to achieve financial goals
Required Qualifications
A valid and active FINRA Series 7 license
Ability to obtain FINRA Series 66 (63/65) license and Life & Health Insurance during tenure
Preferred Qualifications
Ability to build strong relationships and engage clients
Leverage team specialists and knowledge of markets
Openness to manage wealth including retirement and investment management
Adaptability to change market conditions
Passion for community engagement and sound investing principles
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance