VP, Financial Consultant
5 days ago
As a Financial Consultant at Charles Schwab, you will be responsible for providing wealth management and financial planning advice to existing Schwab clients. This is a unique opportunity to grow your practice holistically through client asset consolidation, networking, and earning client referrals.
Key Responsibilities- Provide financial guidance to clients and form lasting relationships built on trust, respect, and reaching a common goal.
- Take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
- Procure new clients and provide them with wealth management and financial planning advice.
- Grow your practice through client asset consolidation, networking, and earning client referrals.
- A valid and active FINRA Series 7 license is required.
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance is required during your tenure on the job.
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
- 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.
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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