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Job Description
Join Charles Schwab as a Vice President, Financial Consultant in Century City, CA, where you'll empower clients to take charge of their financial futures. In this dynamic role, you will provide expert financial guidance while fostering strong relationships built on trust and respect. With Schwab's supportive culture and diverse career opportunities, you can drive your professional journey forward.
Key Responsibilities
Provide financial guidance to clients and build lasting relationships
Grow client practice through asset consolidation and referrals
Manage wealth including retirement planning, investment management, and estate planning
Required Qualifications
A 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 engage clients
Strong communication strategy
Leverage team specialists and market knowledge
Openness to manage various aspects of wealth
Adaptability to changing market conditions
Passion for community engagement and investment strategies
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance