Vice President of Wealth Management
3 weeks ago
Your Opportunity
At Charles Schwab, you are empowered to shape your career. Here, innovative thinking meets creative problem-solving, enabling us to challenge the status quo and revolutionize the finance sector together.
The branch team at Schwab is central to our firm’s dedication to assisting clients in taking charge of their financial futures. In this dynamic position, you will provide clients with financial insights 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, nurturing environment and diverse career opportunities.
As a Financial Consultant at Schwab, you will manage an established client base, offering them wealth management and financial planning guidance. Over time, you will expand your practice comprehensively through client asset consolidation, networking, and securing client referrals. If you possess a securities license, thrive in a collaborative environment, and share our commitment to client service, this role is tailored for you.
What You Have
Required Qualifications:
- A valid and active FINRA Series 7 license is mandatory.
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance will be necessary 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 leverage our team of Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to 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.
- Capability to adapt and implement changes as market and business conditions evolve.
- Passion for community involvement to engage clients in discussions about market trends, sound investing principles, and optimal wealth and long-term investment strategies tailored to their individual situations.
- Desire to deliver an exceptional investor experience while advancing your own professional growth in Wealth Management.
Compensation and Benefits
This role is eligible for bonus or incentive opportunities in addition to the salary range.
At Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, along with a focus on your development, ensures you have the tools necessary to make a meaningful impact in the finance industry.
We provide a competitive benefits package that addresses your overall well-being both now and in the future:
- 401(k) with company match and Employee stock purchase plan.
- Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions.
- Paid parental leave and family-building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
Charles 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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