This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab as a Vice President, Financial Consultant, where you'll empower clients to take charge of their financial futures through expert guidance and relationship building. In a supportive culture, you will manage wealth across various areas, ensuring clients achieve their financial goals while advancing your own career.
Key Responsibilities
Provide financial guidance to clients and build lasting relationships
Grow practice through client asset consolidation and referrals
Manage wealth on behalf of clients across various financial areas
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 exceed client expectations
Leverage Schwab specialists and advice guidelines
Openness to manage wealth in various areas such as Retirement Planning and Estate Planning
Ability to adapt to changing market conditions
Passion for community engagement and investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid vacation and volunteering time28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance