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Job Description
Join Charles Schwab as a Vice President Financial Consultant and empower clients to take charge of their financial futures. In this role, you'll provide personalized financial guidance, build lasting relationships, and have the opportunity to grow your practice in a supportive and innovative environment.
Key Responsibilities
Provide financial guidance and support to clients
Build and maintain lasting client relationships
Grow practice through client asset consolidation and networking
Work collaboratively in a team setting
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 exceed client expectations
Leverage Schwab specialists and advice guidelines
Openness to manage wealth across various domains including Retirement, Education, and Investment Management
Ability to adapt and implement change
Passion for community engagement and sound investing principles
Benefits & Perks
Base salary401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance