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Job Description
As a Vice President, Financial Consultant at Charles Schwab, you will empower clients to achieve their financial goals through personalized wealth management and financial planning strategies. This role offers the opportunity to build deep, trust-based relationships while working in a supportive and innovative environment.
Key Responsibilities
Provide financial guidance to existing clients
Form lasting relationships built on trust and respect
Grow client practice through networking and referrals
Manage wealth including retirement and education planning
Required Qualifications
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 engage clients
Knowledge of market conditions and investment strategies
Openness to manage wealth across various planning areas
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and a 4-week sabbatical after 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance