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Vice President of Financial Advisory Services

2 months ago


Carmel, California, United States Charles Schwab Full time
Opportunity at Charles Schwab

Are you prepared to elevate your professional journey? Charles Schwab is seeking a Financial Consultant to enhance our branch operations and create a significant impact. In this role, you will have the chance to deliver clients with comprehensive wealth management and financial planning insights, while fostering robust relationships grounded in trust and integrity.

Key Qualifications:

Essential Requirements:
  • Active FINRA Series 7 certification
  • Currently working towards FINRA Series 66 (63/65) certification and Life & Health Insurance
Desirable Attributes:
  • Demonstrated capability to cultivate trust with clients and surpass their expectations
  • Experience in overseeing client portfolios across diverse financial sectors
  • Enthusiasm for educating clients on prudent investment strategies and sustainable wealth accumulation
  • Commitment to delivering outstanding service and advancing your own professional growth
What We Provide

At Charles Schwab, you will benefit from a competitive compensation package that includes:
  • Base salary with opportunities for performance bonuses
  • 401(k) plan with company matching and Employee stock purchase options
  • Paid time off for vacations, community service, and sabbatical programs
  • Parental leave and family support initiatives