VP, Financial Consultant - Omaha, NE (National Branch Great Pacific II)
Charles Schwab
Papillion, NE
1 day ago
Job Description
As a Vice President, Financial Consultant at Schwab, you will empower clients to take control of their financial future through personalized wealth management and financial planning. With a robust support structure and a focus on professional development, you will build lasting relationships and make a significant impact in the finance industry.
Key Responsibilities
Provide financial guidance to existing Schwab clients
Grow client practice through asset consolidation and referrals
Form lasting relationships built on trust
Take charge of professional journey with support from the firm
Required Qualifications
A valid and active FINRA Series 7 license
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
Ability to build strong relationships and engage clients
Leverage Schwab specialists and advice guidelines
Openness to manage wealth including Retirement Planning and Investment Management
Ability to adapt and implement change
Passion for community engagement
Desire to provide an 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