Join Charles Schwab as a Vice President, Financial Consultant, where you will empower clients to achieve their financial goals through expert guidance and personalized service. Enjoy a supportive culture that fosters professional growth and community engagement.
Key Responsibilities
Provide wealth management and financial planning advice
Grow practice through client asset consolidation and referrals
Engage clients in discussions about market conditions and investment strategies
Required Qualifications
Valid and active FINRA Series 7 license
Obtaining or acquiring FINRA Series 66 (63/65) license
Life & Health Insurance
Preferred Qualifications
Ability to build strong relationships
Engagement and trust-building skills
Knowledge of market conditions
Adaptability to change
Passion for community engagement
Desire to provide 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