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VP, Financial Consultant - San Francisco, CA

Charles Schwab

Piedmont, CA
4 days ago

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

As a VP, Financial Consultant at Charles Schwab, you'll empower clients to take charge of their financial futures through personalized guidance and relationship building. Join a supportive culture that fosters professional growth and innovation in the finance industry.

Key Responsibilities

  • Provide financial guidance to clients
  • Form lasting relationships built on trust
  • Grow client practice through asset consolidation and referrals
  • Manage wealth on behalf of clients, including retirement planning and investment management

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 engage clients
  • Knowledge of market conditions and wealth management strategies

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