VP, Financial Consultant - Omaha, NE (National Branch Great Pacific II)
Charles Schwab
La Vista, NE
1 day ago
Job Description
Join Charles Schwab as a Vice President, Financial Consultant, where you will empower clients by providing financial guidance and building trusted relationships. Embrace a supportive culture that fosters your professional growth while making a significant impact in the finance industry.
Key Responsibilities
Provide financial guidance to clients and build lasting relationships
Grow practice through client asset consolidation, networking, and referrals
Manage various aspects of wealth including retirement, education, and estate 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
Preferred Qualifications
Ability to build strong relationships and deepen client relationships
Strong market knowledge and ability to inspire action
Openness to manage wealth on behalf of clients in various areas such as retirement planning and investment management
Passion for community engagement and providing 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