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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