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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