VP, Financial Consultant

2 weeks ago

Oak Brook, United States Charles Schwab Full time

VP, Financial Consultant – Oak Brook, IL At Schwab, you’re empowered to make an impact on your career. Innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Responsibilities As a Financial Consultant, you will work with existing Schwab clients, providing wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. Qualifications Required Qualifications: A valid and active FINRA Series 7 license Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, market knowledge, and ability to inspire action to help clients progress toward achieving their goals. Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Ability to adapt and implement change as market and business conditions evolve. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long‑term investment strategies for their personal situation. Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management. Benefits We offer a competitive benefits package that includes: 401(k) with company match and Employee Stock Purchase Plan Paid time for vacation, volunteering, and a 28‑day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration. #J-18808-Ljbffr

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