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Job Description
As a VP, Financial Consultant at Charles Schwab, you will empower clients with financial guidance and build lasting relationships based on trust. You’ll have the opportunity to grow your practice while receiving support in a nurturing culture that values your career development.
Key Responsibilities
Provide wealth management and financial planning advice to existing clients
Grow client practice through asset consolidation and networking
Form lasting relationships with clients built on trust and mutual goals
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
Leverage Schwab specialists and advice guidelines
Openness to manage wealth including various planning areas
Ability to adapt to market and business changes
Passion for community engagement
Desire to provide an outstanding investor experience
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