As a VP, Financial Consultant at Schwab, you will empower clients to achieve their financial futures through personalized guidance and relationship-building. You will manage an existing client practice while leveraging a supportive culture that fosters professional growth and innovative solutions in the finance industry.
Key Responsibilities
Provide financial guidance to clients
Form lasting relationships built on trust and mutual goals
Grow practice through client asset consolidation and networking
Manage wealth on behalf of clients
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 trust
Leverage team specialists and knowledge of markets
Openness to manage wealth including Retirement Planning, Investment Management, etc.
Adaptability to market and business changes
Passion for community engagement and investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid vacation and volunteering time28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance