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Job Description
Join Charles Schwab as a Vice President, Financial Consultant in Beaverton, OR, where you'll empower clients to own their financial futures. In this key role, you'll provide tailored financial advice, build trust-based relationships, and have the opportunity to advance your career within a supportive culture.
Key Responsibilities
Provide financial guidance to clients and form lasting relationships
Grow client practice through asset consolidation and referrals
Manage wealth on behalf of clients across various financial areas
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 engage trust
Ability to leverage Schwab specialists and advice guidelines
Openness to manage wealth, including Retirement Planning and Estate Planning
Ability to adapt to market changes
Passion for community engagement and sharing investment strategies
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