Vice President of Wealth Management

2 weeks ago


Madison, Connecticut, United States Charles Schwab Full time
Your Role

At Charles Schwab, you are given the authority to influence your career path. Here, creativity meets analytical thinking, enabling us to 'challenge the status quo' and reshape the financial landscape collaboratively.

The branch team at Schwab is central to our commitment to assisting clients in taking charge of their financial destinies. In this dynamic position, you will provide clients with financial insights while cultivating enduring relationships founded on trust, respect, and shared objectives. You will also have the opportunity to steer your own professional journey within our supportive and inclusive culture, along with a diverse array of career pathways.

As a Financial Consultant at Schwab, you will manage a portfolio of existing clients, offering them wealth management and financial planning expertise. Over time, you will expand your practice comprehensively through client asset consolidation, networking, and securing client referrals. If you hold a securities license, thrive in a collaborative environment, and share our dedication to client service, this position is ideal for you.

Qualifications

Essential Qualifications:
  • Possession of a valid and active FINRA Series 7 license is mandatory.
  • Acquisition of FINRA Series 66 (63/65) license and Life & Health Insurance will be necessary during your employment.
Desirable Qualifications:
  • Proven ability to establish strong relationships, foster trust, and enhance client connections through a targeted communication strategy that exceeds expectations.
  • Strong candidates will learn to utilize our team of Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to motivate 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 investment principles, and optimal wealth and long-term investment strategies tailored to their individual circumstances.
  • Commitment to delivering an exceptional investor experience while advancing your own professional growth in Wealth Management.
Benefits:

At Charles Schwab, we are dedicated to empowering our employees' personal and professional growth. Our flexible work arrangements, supportive environment, and focus on your development provide you with the resources needed to make a meaningful impact in the finance sector.

We offer a comprehensive benefits package that supports your overall well-being, both now and in the future:
  • Competitive base salary.
  • 401(k) plan with company match and Employee stock purchase plan.
  • Paid time off for vacations, community service, and a 4-week sabbatical after five years of service.
  • Paid parental leave and family support benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.


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