This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
As a VP, Financial Consultant at Charles Schwab, you will guide clients in financial planning and wealth management while fostering strong relationships. You will thrive in a supportive culture that encourages professional growth and innovation in the finance industry.
Key Responsibilities
Provide financial guidance to clients
Form lasting relationships with clients
Manage and grow a practice through client referrals and asset consolidation
Required Qualifications
A valid and active FINRA Series 7 license
Obtaining or acquiring FINRA Series 66 (63/65) license
Life & Health Insurance license required during tenure
Preferred Qualifications
Ability to build strong relationships and foster trust
Leverage team specialists and advice guidelines
Openness to manage wealth including Retirement and Estate Planning
Adaptability to evolving market conditions
Passion for community engagement and client education
Desire to provide an outstanding 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