VP, Financial Consultant
2 weeks ago
Position Type:
Regular
Your opportunityAt Schwab,
you’re
empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
?Schwab’s branch team is at the heart of our firm’s commitment to?helping clients own their financial futures. In this exciting role,
you’ll
?give clients financial guidance while forming lasting relationships?built on trust, respect, and reaching a common goal.
You’ll
also?
have?the ability to
?take charge of your own professional journey with our?supportive, nurturing culture and diverse set of career opportunities.?
As a Financial Consultant at Schwab, you will be
procured
with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time,
you’ll
grow
your
practice holistically through client asset consolidation, networking, and earning client referrals.
If you currently have your securities license, enjoy working in a team?setting, and share our passion for serving clients - this role is for you.What you have
Required Qualifications:
A valid and active FINRA Series 7 license
required
??Obtaining or
acquiring
FINRA
Series 66 (63/65) license and Life & Health Insurance as it will be
required
during your tenure on the job.??
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
l
everage
our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.??Openness to manage wealth on behalf of our clients
including:
Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate PlanningAbility to adapt and implement change as the 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 situationDesire to provide an outstanding investor experience in
additional
to furthering your own professional development in Wealth Management.??
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 you
At 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance
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