Join Charles Schwab as a Vice President, Financial Consultant, where you will empower clients to achieve their financial goals through personalized guidance and support. Leverage a nurturing culture to grow your practice and make a significant impact in the finance industry.
Key Responsibilities
Provide financial guidance to clients
Grow client practice through asset consolidation and referrals
Manage wealth including retirement and investment planning
Engage clients in discussions about market conditions
Required Qualifications
A valid and active FINRA Series 7 license
Ability to provide wealth management and financial planning advice
Preferred Qualifications
FINRA Series 66 (63/65) license
Life & Health Insurance license
Strong relationship-building skills
Ability to leverage team specialists
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteeringPaid parental leaveTuition reimbursementHealth, dental, and vision insurance