As a VP, Financial Consultant at Schwab, you will guide clients in financial planning and wealth management while growing your practice through relationship building and client referrals. Join a supportive culture where you can empower clients to own their financial futures.
Key Responsibilities
Provide financial guidance to existing Schwab clients
Grow practice through client asset consolidation and networking
Form lasting relationships built on trust and respect
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 exceed client expectations
Leverage Schwab specialists and advice guidelines
Openness to manage wealth including Retirement Planning, Education Planning, Investment Management, and more
Ability to adapt as market and business conditions evolve
Passion for community engagement and sound investing principles
Desire to provide an outstanding investor experience
Benefits & Perks
Base salary401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and a 4-week sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance