As a VP, Financial Consultant at Schwab, you'll empower clients by providing expert financial guidance while building trust and relationships. Join a supportive culture that encourages your professional growth and offers diverse career opportunities.
Key Responsibilities
Provide financial guidance and build lasting client relationships
Grow client practice through asset consolidation and referrals
Manage wealth including retirement, education, and investment planning
Required Qualifications
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure
Preferred Qualifications
Ability to build strong relationships and engage clients
Leverage Schwab specialists and knowledge of markets
Openness to manage wealth on behalf of clients
Ability to adapt to changing market conditions
Passion for community engagement and client discussions
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