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Job Description
As a Vice President, Financial Consultant at Schwab, you will empower clients to take charge of their financial futures through personalized guidance and relationship-building. Join a culture that supports your professional journey while you help clients achieve their financial goals.
Key Responsibilities
Provide financial guidance and build relationships with clients
Grow practice through client asset consolidation and referrals
Manage wealth across various domains such as Retirement Planning and Investment Management
Required Qualifications
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure
Preferred Qualifications
Ability to build strong relationships and exceed client expectations
Leverage team of specialists and market knowledge to inspire action
Openness to manage wealth in various areas including Retirement, Education, Investment Management, etc.
Adaptability to changing market and business conditions
Passion for community engagement and discussing market conditions and investment strategies
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time off for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance