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Job Description
Join Charles Schwab as a VP, Financial Consultant and empower clients to take charge of their financial futures. In this role, you will provide expert financial guidance, build strong relationships, and grow your practice through a supportive environment that values innovative thought and teamwork.
Key Responsibilities
Provide financial guidance and wealth management advice to clients
Build and maintain lasting client relationships
Grow client practice through asset consolidation and referrals
Promote client education about market conditions and investment strategies
Required Qualifications
A valid and active FINRA Series 7 license
Ability to obtain FINRA Series 66 (63/65) license and Life & Health Insurance during tenure
Preferred Qualifications
Ability to build strong relationships and engage clients
Strong communication skills
Ability to leverage team resources and market knowledge
Openness to manage various aspects of wealth
Adaptability to changing market conditions
Passion for community engagement and client education
Desire to provide outstanding investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance