Join Charles Schwab as a Vice President, Financial Consultant, where you'll empower clients to achieve their financial goals through personalized guidance and relationship building. Enjoy a supportive culture that fosters professional growth and offers impactful career opportunities.
Key Responsibilities
Provide financial guidance to existing Schwab clients
Grow client practice through asset consolidation and networking
Form lasting relationships built on trust and respect
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 engage clients
Knowledge of markets and ability to inspire action in clients
Openness to manage wealth across various financial planning areas
Adaptability to market changes
Passion for community engagement and client discussions
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and a 4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance