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Job Description
Join Schwab as a Vice President, Financial Consultant, where you'll empower clients to own their financial futures while building lasting relationships. Leverage your expertise in wealth management to provide tailored financial guidance and grow your practice within a supportive and innovative culture.
Key Responsibilities
Provide financial guidance and wealth management to clients
Form lasting relationships built on trust and common goals
Grow practice through client asset consolidation and networking
Manage wealth in areas like retirement planning and investment management
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
Strong candidates will leverage Schwab specialists and market knowledge
Openness to manage wealth on behalf of clients in various areas
Ability to adapt and implement change as market conditions evolve
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