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VP, Financial Consultant- Richmond, VA

Charles Schwab

Richmond, VA
4 days ago

This Job Position Has Expired

This job listing is no longer available for applications. The position may have been filled or the posting period has ended.

Job Description

Join Charles Schwab as a Vice President, Financial Consultant, where you'll provide expert financial guidance to clients and build lasting relationships. This role offers a nurturing culture that supports your professional journey and empowers you to transform the finance industry.

Key Responsibilities

  • Provide financial guidance to existing Schwab clients
  • Grow practice through client asset consolidation and networking
  • Form lasting relationships built on trust and respect

Required Qualifications

  • Valid and active FINRA Series 7 license
  • Willingness to obtain FINRA Series 66 (63/65) license and Life & Health Insurance

Preferred Qualifications

  • Ability to build strong client relationships
  • Experience in wealth management
  • Passion for community engagement
  • Adaptability to changing market conditions

Benefits & Perks

401(k) with company matchEmployee stock purchase planPaid time off for vacation and volunteering4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance