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Job Description
Join Schwab as a VP, Financial Consultant, where you will empower clients to take control of their financial futures. In this role, you'll provide strategic financial guidance, build trust-based relationships, and enjoy the support of a nurturing culture as you advance your career in wealth management.
Key Responsibilities
Provide financial guidance to clients
Form lasting relationships with clients based on trust and respect
Manage existing Schwab clients' wealth and financial planning
Grow practice through client asset consolidation and referrals
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 client trust
Experience in wealth management including retirement planning, education planning, investment management
Openness to manage wealth on behalf of clients
Ability to adapt to market and business changes
Passion for community engagement and sound investing principles
Benefits & Perks
401(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