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Job Description
Join Schwab as a Vice President, Financial Consultant, where you'll empower clients to own their financial futures. In this role, you'll provide tailored financial guidance, build lasting relationships, and enjoy a supportive culture that promotes your professional journey.
Key Responsibilities
Provide financial guidance to existing Schwab clients
Form lasting relationships with clients built on trust
Grow client practice through networking and referrals
Manage wealth including retirement, education, investment, banking, insurance, and estate planning
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
Leverage team specialists and market knowledge
Openness to manage various aspects of wealth for clients
Ability to adapt to market changes
Passion for community engagement
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance