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Job Description
As a Vice President, Financial Consultant at Schwab, you will guide clients in achieving their financial goals while building strong, trusting relationships. This role offers a unique opportunity to grow your practice and make a significant impact on clients' financial futures within a supportive and innovative company culture.
Key Responsibilities
Provide financial guidance and advice to existing Schwab clients
Grow client practice through asset consolidation and networking
Build lasting relationships based on trust and respect
Manage wealth on behalf of clients, including various financial planning services
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 candidates will leverage Schwab specialists and market knowledge
Openness to manage wealth including Retirement Planning and Estate Planning
Ability to adapt to changing market and business conditions
Passion for community engagement regarding investment strategies
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance