Join Schwab as a VP, Financial Consultant where you empower clients to take control of their financial futures. You'll provide expert financial guidance, build trusting relationships, and enjoy a nurturing culture that supports your career growth.
Key Responsibilities
Provide financial guidance to clients
Form lasting relationships built on trust and respect
Grow client practice through asset consolidation and referrals
Manage wealth on behalf of clients including retirement and investment planning
Required Qualifications
A valid and active FINRA Series 7 license
Preferred Qualifications
Ability to build strong relationships and engage clients
Leverage team specialists and knowledge of markets
Openness to manage wealth across various planning areas
Ability to adapt to market and business changes
Passion for community engagement
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