Vice President of Financial Advisory Services
1 week ago
At Charles Schwab, we believe in the power of innovative thinking and creative problem-solving to redefine the finance sector. Our branch teams are pivotal in our mission to empower clients to take charge of their financial destinies.
In this dynamic position, you will provide clients with expert financial advice while cultivating enduring relationships founded on trust, respect, and shared objectives.
As a Financial Consultant, you will manage a portfolio of existing Schwab clients, offering them comprehensive wealth management and financial planning insights. Over time, you will expand your practice through:
- Client asset consolidation
- Networking opportunities
- Client referrals
Successful candidates will also learn to utilize our team of Schwab specialists, adhere to Schwab's advice guidelines, and leverage market knowledge to motivate clients toward achieving their financial aspirations.
We seek individuals who are open to managing wealth for our clients, including:
- Retirement Planning
- Education Planning
- Investment Management
- Banking & Lending Management
- Insurance & Risk Management
- Estate Planning
A passion for community involvement is essential, as you will engage clients in discussions about market trends, sound investment principles, and optimal wealth-building strategies tailored to their unique situations.
We are committed to delivering an exceptional investor experience while supporting your professional growth in Wealth Management.
Benefits Include:
- 401(k) with company match
- Employee stock purchase plan
- Paid parental leave and family-building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
As part of our commitment to compliance, all employees involved in residential loan mortgage originations must register with the NMLS registry system and maintain good standing.
Our purpose-driven culture and focus on your development equip you with the tools necessary to make a meaningful impact in the finance industry.
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