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Job Description
Join Charles Schwab as a VP, Financial Consultant in Savannah, GA, where you'll empower clients to take charge of their financial futures while building lasting relationships. Experience a supportive culture that encourages professional growth and innovative problem-solving in the finance industry.
Key Responsibilities
Provide financial guidance and form lasting client relationships
Manage existing Schwab clients' wealth management and financial planning
Grow client practice through asset consolidation and referrals
Engage in community discussions about market conditions and investing principles
Required Qualifications
A valid and active FINRA Series 7 license
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 understanding of the markets and wealth management strategies
Openness to manage wealth on behalf of clients including various financial planning aspects
Ability to adapt to changing market and business conditions
Passion for community engagement and 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