VP, Financial Consultant

2 days ago


Providence, Rhode Island, United States Charles Schwab Full time
Job Title: VP, Financial Consultant

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

We're seeking a highly motivated and experienced VP, Financial Consultant to join our team. As a key member of our branch team, you'll be responsible for providing financial guidance to clients while forming lasting relationships built on trust, respect, and reaching a common goal.

You'll have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. Our team is at the heart of our firm's commitment to helping clients own their financial futures.

Key Responsibilities:

  • Provide financial guidance to clients and form lasting relationships built on trust, respect, and reaching a common goal.
  • Grow your practice holistically through client asset consolidation, networking, and earning client referrals.
  • Work closely with our team of Schwab specialists, leverage our advice guidelines, and apply your knowledge of the markets to help clients achieve their goals.
  • Manage wealth on behalf of clients, including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning.
  • Adapt and implement change as the market and business conditions evolve.
  • Share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

What You'll Need:

  • A valid and active FINRA Series 7 license.
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be 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, and exceeding client expectations.
  • 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 client's progress toward achieving their goals.

What's in it for you:

  • 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.

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