Join Charles Schwab as a Vice President, Financial Consultant, and empower clients to achieve their financial goals through personalized guidance and relationship building. Enjoy a supportive culture that fosters professional growth and offers a competitive benefits package.
Key Responsibilities
Provide financial guidance to clients
Grow client practice through asset consolidation and referrals
Manage wealth including retirement and investment planning
Required Qualifications
Valid and active FINRA Series 7 license
Obtaining or acquiring FINRA Series 66 (63/65) license
Life & Health Insurance license
Preferred Qualifications
Ability to build strong relationships
Engagement and trust-building skills
Knowledge of market conditions
Passion for community engagement
Desire to provide outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering4-week sabbatical after 5 years of servicePaid parental leaveTuition reimbursementHealth, dental, and vision insurance