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Job Description
As a Vice President Financial Consultant at Charles Schwab, you will guide clients in managing their financial futures while building strong, trust-based relationships. This role offers an opportunity for personal and professional growth in a supportive environment, empowering you to make 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
Engage in wealth management and financial planning advice
Required Qualifications
A valid and active FINRA Series 7 license
Ability to obtain FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
Ability to build strong relationships and exceed client expectations
Openness to manage wealth including Retirement Planning, Education Planning, Investment Management, and more
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