As a Vice President, Financial Consultant at Schwab, you will empower clients to achieve their financial goals through personalized guidance and wealth management. You'll thrive in a supportive environment that fosters professional growth and client engagement.
Key Responsibilities
Provide financial guidance and wealth management advice to clients
Form lasting relationships built on trust and respect
Grow client practice through asset consolidation and networking
Manage wealth on behalf of clients including retirement 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
Preferred Qualifications
Ability to build strong relationships and engage clients
Leverage team specialists and market knowledge
Openness to manage wealth including retirement and estate planning
Ability to adapt to changing market conditions
Passion for community engagement and client conversations
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