Join Schwab as a VP, Financial Consultant where you can make a significant impact on clients' financial futures. You'll provide expert guidance, foster relationships, and thrive in a supportive culture that encourages your professional growth.
Key Responsibilities
Give clients financial guidance and form lasting relationships
Provide wealth management and financial planning advice
Grow practice through client asset consolidation and networking
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 clients
Leverage Schwab specialists and knowledge of markets
Manage wealth including Retirement Planning, Education Planning, Investment Management, etc.
Adapt and implement changes as market conditions evolve
Passion for community engagement and providing 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