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Sr. VP, Financial Consultant- Newport Beach, CA
2 months ago
This position is part of the employee branch which is primarily responsible for providing wealth management and financial planning advice to Schwab’s employees, executives and Board of Directors to meet their financial needs. Comprehensive wealth management and financial planning on behalf of our employees includes, but is not limited to: retirement planning, education planning, investment management, estate planning, equity compensation, deferred compensation, active investing, banking, insurance, and lending needs. In this role, Financial Consultants provide guidance built upon the firm’s philosophy, policies, and guidelines in meeting the needs of our executives and high net worth employees.
Workplace Flexibility Program:
We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.
- Most Schwabbies have the opportunity to work in the office and/or at home based on their preference*
- Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.
- Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.
*Subject to change.
Schwab is continually evaluating its approach to ensuring the safety and well-being of our employees. Learn more about our WFP here.
What you have- 10 years of experience in financial services industry.
- 5+ years of experience in providing financial advice in a customer-facing role.
- Exhibits independent and strategic thinking.
- Expert ability to manage a practice of clients, including segmentation and proactive outreach.
- Requires strong application of CFP®Practice Standards and CWS® principles, beyond having the designations.
- Expert ability to communicate with and engage employees and ultimately influence employee action with strong verbal and written presentation skills.
- Ensures the proper risk disciplines are in place to deliver the best outcomes for our employees.
- Ability to proactively recognize life-cycle events for employees and leverages this ability to consolidate and retain assets. Effectively probes for life-cycle events and provides appropriate financial planning advice.
Education, Licenses and designations
- Bachelor’s degree or equivalent work related experience.
- Professional designations highly preferred: CFP and/or CWS.
- Active and valid FINRA Series 7.
- Active and valid FINRA Series 66 (63/65).
- Active and valid insurance – Life and Health (may be obtained within 120 days of employment).
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Investment Professionals' Compensation | Charles Schwab
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 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
