Join Schwab as a Vice President, Financial Consultant and empower clients to achieve their financial goals through expert guidance and relationship building. Enjoy a supportive culture that fosters your professional growth and offers a competitive benefits package.
Key Responsibilities
Provide existing Schwab clients with wealth management and financial planning advice
Grow client practice through asset consolidation, networking, and referrals
Engage clients with financial guidance and build lasting relationships
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 exceed client expectations
Strong ability to leverage team and market knowledge to inspire client action
Openness to manage wealth across various planning areas
Ability to adapt to changing market and business conditions
Passion for community engagement and sound investing principles
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