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Job Description
Join Schwab as a Vice President, Financial Consultant, where you will empower clients in their financial futures. Leverage your expertise to provide tailored financial guidance and build long-lasting relationships while enjoying a supportive and innovative work culture.
Key Responsibilities
Provide financial guidance and wealth management advice to clients
Build lasting relationships based on trust and shared goals
Grow client practice through asset consolidation and referrals
Engage clients in discussions about market conditions and investment strategies
Required Qualifications
A 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 deepen client relationships
Strong candidates will leverage Schwab specialists and advice guidelines
Openness to manage wealth including retirement, education, investment, banking, insurance, and estate planning
Ability to adapt and implement change as market conditions evolve
Passion for community engagement and sound investing principles
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance