Join Charles Schwab as a Vice President, Financial Consultant in Virginia Beach, VA, where you'll empower clients in their financial journeys. Leverage your expertise to build lasting relationships while benefiting from a supportive culture and diverse career opportunities.
Key Responsibilities
Provide financial guidance and wealth management advice to existing clients
Grow client practice through asset consolidation and referrals
Engage with clients to foster long-term relationships
Required Qualifications
Valid and active FINRA Series 7 license
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
Ability to build strong relationships and trust with clients
Experience in wealth management including retirement and education planning
Adaptability to change in market conditions
Passion for community engagement and investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance