VP, Financial Consultant, Active Trader

1 week ago


Chicago, Illinois, United States Charles Schwab Full time
Job Summary

We are seeking a highly skilled and motivated VP, Financial Consultant, Active Trader to join our team at Charles Schwab. As a key member of our Investor Services organization, you will play a critical role in helping individuals and families achieve their financial goals.

Key Responsibilities
  • Develop and execute a business plan to generate new clients and grow an affluent wealth management practice.
  • Provide investment strategies, trading tools, and planning-based wealth management to clients.
  • Practice a consultative, goal-based wealth management approach to best assess and find appropriate solutions to meet client needs.
  • Utilize expertise and knowledge of the securities industry and markets to analyze and interpret client investment objectives and provide investment advice.
  • Engage with clients to inspire trust and increase retention, client promoter scores, and positive feedback.
  • Build relationships with key business partners and connect with others across the firm to boost results and provide the best client experience.
Requirements
  • Active and valid FINRA Series 7 and Series 66 (63/65) license and Life & Health Insurance.
  • Prefer a minimum of 5 years of financial experience.
  • Entrepreneurial and self-starter mentality.
  • Polished and persuasive interpersonal and verbal/written communication skills.
  • Able to quickly learn new technology and utilize a variety of data and systems.
  • Open to ongoing coaching and development to achieve positive client outcomes and career aspirations.
  • Strong time management skills and productivity; ability to successfully balance competing priorities.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean 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.
About Charles Schwab

Charles Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.



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