Join Charles Schwab as a VP, Financial Consultant in Birmingham, MI, where you will empower clients to take charge of their financial futures. You'll provide expert financial guidance and build strong relationships, all while being supported by a nurturing culture that fosters your professional growth.
Key Responsibilities
Provide financial guidance to clients and form lasting relationships
Grow client practice through asset consolidation, networking, and referrals
Manage wealth including retirement planning, investment management, and estate planning
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
Leverage team specialists and market knowledge
Openness to manage various aspects of wealth for clients
Ability to adapt to changing market conditions
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