Vice President of Financial Advisory Services

2 weeks ago


San Mateo, California, United States Charles Schwab Full time
Join Our Team as a Vice President of Financial Advisory Services

At Charles Schwab, we believe in the power of innovative thinking and creative problem-solving to reshape the finance sector. Our branch teams are integral to our mission of empowering clients to take charge of their financial destinies.

In this dynamic position, you will provide clients with expert financial advice while cultivating enduring relationships grounded in trust, respect, and shared objectives.

As a Financial Consultant, you will manage a portfolio of existing clients, offering them comprehensive wealth management and financial planning solutions. Over time, you will expand your practice through:

  • Client asset consolidation
  • Networking opportunities
  • Client referrals

Successful candidates will have the opportunity to collaborate with our team of Schwab specialists, utilize Schwab's advisory guidelines, and leverage their market knowledge to motivate clients towards achieving their financial aspirations.

Key responsibilities include:

  • Managing wealth for clients, including:
    • Retirement Planning
    • Education Planning
    • Investment Management
    • Banking & Lending Management
    • Insurance & Risk Management
    • Estate Planning
  • Engaging with the community to discuss market trends, sound investment strategies, and tailored wealth management solutions.
  • Delivering an exceptional investor experience while advancing your professional growth in Wealth Management.

We offer a competitive benefits package, including:

  • 401(k) with company match
  • Employee stock purchase plan
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Our supportive, purpose-driven culture focuses on your development, equipping you with the tools necessary to make a meaningful impact in the finance industry.



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