This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Schwab as a VP, Financial Consultant, where you'll empower clients to own their financial futures through personalized advice and wealth management. Embrace a supportive culture that promotes professional growth while building lasting client relationships.
Key Responsibilities
Provide financial guidance to clients
Grow practice through client asset consolidation and referrals
Work collaboratively within the branch team
Required Qualifications
A valid and active FINRA Series 7 license
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
Ability to build strong relationships and engage client trust
Openness to manage wealth including Retirement Planning, Education Planning, Investment Management, etc.
Ability to adapt and implement change based on market 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