Join Charles Schwab as a Vice President, Financial Consultant in Louisville, KY, where you'll empower clients to take charge of their financial futures. You'll foster strong relationships while delivering tailored financial guidance and enjoy a supportive culture that nurtures your professional development.
Key Responsibilities
Provide financial guidance to clients and build lasting relationships
Grow client practice through asset consolidation and referrals
Manage wealth on behalf of clients including various financial planning aspects
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 deepen client relationships
Leverage team of specialists and market knowledge
Openness to manage wealth including Retirement Planning, Education Planning, Investment Management
Ability to adapt and implement change as market conditions evolve
Passion for community engagement and discussing investment strategies
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance