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Job Description
As a VP, Financial Consultant at Charles Schwab, you will empower clients to own their financial futures by providing expert guidance and developing strong, trust-based relationships. In a supportive environment, you'll have the opportunity to manage wealth and grow your practice while making a significant impact in the finance industry.
Key Responsibilities
Provide financial guidance to clients and form lasting relationships
Grow client practice through asset consolidation and networking
Manage wealth on behalf of clients including various financial services
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 deepen client relationships
Strong knowledge of market conditions and wealth management strategies
Openness to manage wealth across various domains including Retirement Planning and Investment Management
Passion for community engagement and providing an outstanding investor experience
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance