Join Charles Schwab as a Vice President, Financial Consultant, where you will empower clients to take control of their financial futures. In this role, you'll provide expert financial guidance and foster lasting relationships, all while enjoying a supportive culture that encourages your professional growth.
Key Responsibilities
Provide financial guidance and wealth management to existing Schwab clients
Build and maintain lasting client relationships based on trust
Grow client practice through asset consolidation, networking, and referrals
Required Qualifications
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 trust with clients
Strong communication strategy to exceed client expectations
Ability to leverage Schwab specialists and market knowledge
Openness to manage client wealth including retirement and investment planning
Ability to adapt to changing market conditions
Passion for community engagement and educating clients
Desire to enhance investor experience and pursue professional development
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