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Job Description
As a VP, Financial Consultant at Charles Schwab, you'll empower clients to own their financial futures by providing expert financial guidance and building strong relationships. This role offers the chance to grow your practice while being supported by a nurturing culture and diverse career opportunities.
Key Responsibilities
Provide financial guidance and build lasting relationships with clients
Grow client practice through asset consolidation, networking, and referrals
Engage clients in discussions about market conditions and investment strategies
Required Qualifications
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure
Preferred Qualifications
Ability to build strong relationships and exceed client expectations
Strong candidates will leverage Schwab specialists and advice guidelines
Openness to manage wealth including Retirement Planning, Education Planning, Investment Management, etc.
Ability to adapt to change in market and business conditions
Passion for community engagement and sound investing principles
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance