VP, Financial Consultant

3 days ago


San Francisco, California, United States Charles Schwab Full time
Unlock Your Potential as a Financial Consultant at Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals while forming lasting relationships built on trust, respect, and a shared vision for the future.

As a key member of our branch team, you'll provide clients with expert financial guidance, leveraging your knowledge of wealth management and financial planning to help them navigate the complexities of the finance industry. With our supportive, nurturing culture and diverse set of career opportunities, you'll have the freedom to take charge of your own professional journey and make a meaningful impact in the lives of our clients.

What You'll Bring to the Table
  • A valid and active FINRA Series 7 license, with the ability to obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients
  • A passion for community engagement and a desire to share knowledge and insights with clients
  • Ability to adapt and implement change as the market and business conditions evolve
What's in It for You

At Charles Schwab, we're dedicated to providing a competitive benefits package that takes care of the whole you – both today and in the future. Our benefits include:

  • 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

By joining our team, you'll become part of a purpose-driven organization that's committed to making a positive impact in the finance industry. Apply now to take the first step towards a rewarding career as a Financial Consultant at Charles Schwab.



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