As a Vice President, Financial Consultant at Charles Schwab, you will empower clients by providing tailored financial guidance, fostering trust, and building meaningful relationships. Join a supportive culture that promotes your professional growth while making a significant impact in the finance industry.
Key Responsibilities
Provide financial guidance to clients and build lasting relationships
Grow client practice through asset consolidation and referrals
Manage wealth including retirement planning, investment management, and estate planning
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 engage clients
Strong knowledge of markets and wealth management strategies
Passion for community engagement and investing principles
Benefits & Perks
401(k) with company matchPaid time for vacation and volunteering28-day sabbatical after 5 years of serviceHealth, dental, and vision insuranceTuition reimbursementPaid parental leave and family building benefits