Vice President of Wealth Management

2 months ago


Kansas City, Missouri, United States Charles Schwab Full time

Your Opportunity

At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance sector collaboratively.

The branch team at Schwab is central to our firm's dedication to assisting clients in securing their financial futures. In this dynamic position, you will provide clients with financial advice while cultivating enduring relationships grounded in trust, respect, and shared objectives. You will also have the opportunity to steer your own professional path within our supportive and diverse culture, enriched with various career prospects.

As a Financial Consultant at Schwab, you will manage a portfolio of existing clients, offering them wealth management and financial planning insights. Over time, you will expand your practice comprehensively through client asset consolidation, networking, and earning referrals. If you possess a securities license, thrive in a collaborative environment, and share our commitment to client service, this role is well-suited for you.

What You Bring

Required Qualifications:

  • A valid and active FINRA Series 7 license is mandatory.
  • You must obtain or acquire the FINRA Series 66 (63/65) license and Life & Health Insurance during your employment.

Preferred Qualifications:

  • Proven ability to forge strong relationships, foster trust, and enhance client engagement through a focused communication strategy that exceeds expectations.
  • Strong candidates will learn to utilize our team of Schwab specialists, adhere to Schwab advice guidelines, leverage market knowledge, and inspire action to assist clients in achieving their goals.
  • Willingness to manage wealth on behalf of clients, including Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
  • Capacity to adapt and implement changes as market and business conditions evolve.
  • Enthusiasm for community involvement to engage clients in discussions about market trends, sound investment principles, and optimal wealth and long-term investment strategies tailored to their unique situations.
  • Commitment to delivering an exceptional investor experience while advancing your own professional development in Wealth Management.
  • In accordance with SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry system and maintain good standing. Registration and compliance with the SAFE Act background check and registration process are required.

Why Choose Us?

'Own Your Tomorrow' encapsulates our mission. We are dedicated to empowering our employees to realize their potential and fulfill their aspirations. Our team plays a pivotal role in transforming a multi-trillion-dollar industry, creating a more modern approach to building and managing wealth.

Benefits: A competitive and flexible benefits package designed to empower you for today and tomorrow. We offer a comprehensive benefits package to help you maximize your work-life balance now and in the future.



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