VP, Financial Consultant - New York, NY (Wall Street)
Charles Schwab
New York, NY
1 day ago
Job Description
As a VP, Financial Consultant at Charles Schwab, you'll empower clients in their financial journey by providing wealth management and financial planning advice. You'll be responsible for managing existing relationships and growing your practice through client referrals, all within a supportive and innovative culture.
Key Responsibilities
Provide financial guidance to clients
Manage existing client relationships
Grow practice through client asset consolidation and referrals
Required Qualifications
A 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
Engaging and encouraging trust
Knowledge of markets
Openness to manage wealth including various financial planning
Ability to adapt to change
Passion for community engagement
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering28-day sabbatical after 5 yearsPaid parental leaveTuition reimbursementHealth, dental, and vision insurance