As a Vice President, Financial Consultant at Schwab, you will empower clients to take charge of their financial futures by providing expert wealth management and financial planning advice. You will be a key player in building trusted relationships while enjoying a supportive culture that fosters your professional growth.
Key Responsibilities
Provide financial guidance to clients and build lasting relationships
Manage wealth on behalf of clients, including retirement, education, investment, and estate planning
Grow client practice through networking and referrals
Required Qualifications
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
Preferred Qualifications
Ability to build strong relationships and engage clients
Strong understanding of market conditions and investment strategies
Benefits & Perks
401(k) with company match and employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance