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Job Description
Join Charles Schwab as a VP, Financial Consultant, where you will empower clients to take ownership of their financial futures. In a supportive culture, you will provide expert financial guidance, build lasting relationships, and enjoy a wealth of professional development opportunities.
Key Responsibilities
Provide financial guidance to clients and build lasting relationships
Grow practice through client asset consolidation and networking
Manage wealth including retirement, education, and estate planning
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 clients
Strong candidates will leverage Schwab specialists and market knowledge
Openness to manage wealth across multiple areas
Ability to adapt to changing market conditions
Passion for community engagement and 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