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Job Description
Join Charles Schwab as a Vice President, Financial Consultant, where you'll provide expert financial guidance and management to clients, enhancing their financial futures. With a supportive culture and a focus on personal development, you'll be empowered to build relationships and grow your practice while making a significant impact in the finance industry.
Key Responsibilities
Provide financial guidance and wealth management advice to clients
Build lasting relationships based on trust and respect
Grow client practice through asset consolidation and referrals
Work in a team setting and serve clients passionately
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 engage client trust
Leverage team specialists and advice guidelines to inspire client action
Openness to manage wealth including retirement and education planning
Ability to adapt to changing market and business conditions
Passion for community engagement and sound investing principles
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