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Job Description
As a Vice President, Financial Consultant at Charles Schwab, you will guide clients in their financial journeys, building trust-based relationships and providing tailored wealth management solutions. This role empowers you to grow your practice and make a significant impact in the finance industry within a supportive and innovative team environment.
Key Responsibilities
Provide financial guidance to clients and form lasting relationships
Manage existing Schwab clients' wealth management and financial planning needs
Grow practice through client asset consolidation and referrals
Work collaboratively within a team to serve clients
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 engage clients
Skills to leverage Schwab specialists and advice guidelines
Openness to manage wealth including Retirement Planning, Education Planning, and more
Ability to adapt to changing market conditions
Passion for community engagement in investing discussions
Desire to provide an outstanding investor experience
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after five years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance