Join Charles Schwab as a Vice President, Financial Consultant, where you'll empower clients with financial guidance, build lasting relationships, and take charge of your professional journey in a supportive and innovative environment.
Key Responsibilities
Provide financial guidance to clients and form lasting relationships
Grow client practice through asset consolidation, networking, and referrals
Manage wealth on behalf of clients
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 the client relationship
Strong candidates will leverage Schwab specialists and advice guidelines
Openness to manage wealth including Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to discuss market conditions and investment strategies
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance