Join Charles Schwab as a Vice President, Financial Consultant, where you'll empower clients to take charge of their financial futures. You'll provide tailored financial advice, nurture lasting client relationships, and grow your practice in a supportive environment that champions personal and professional development.
Key Responsibilities
Provide financial guidance to existing Schwab clients
Develop and manage client relationships based on trust
Grow practice through client asset consolidation and referrals
Engage in wealth management and financial 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
Leverage Schwab specialists and market knowledge
Openness to manage wealth including retirement and education planning
Ability to adapt to market changes
Passion for community engagement and investor experience
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid vacation and volunteering time28-day sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance