Join Charles Schwab as a Vice President, Financial Consultant, where you'll empower clients to achieve their financial goals through personalized guidance and relationship-building. Enjoy a supportive culture and numerous opportunities for professional growth.
Key Responsibilities
Provide financial guidance to existing Schwab clients
Grow client practice through asset consolidation and referrals
Leverage Schwab specialists and advice guidelines
Manage wealth on behalf of clients including various planning services
Required Qualifications
A valid and active FINRA Series 7 license
Obtaining or acquiring FINRA Series 66 (63/65) license
Life & Health Insurance license
Preferred Qualifications
Ability to build strong relationships and engage client trust
Experience in wealth management including retirement and investment planning
Adaptability to market changes
Passion for community engagement
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