VP, Financial Consultant

4 days ago


Troy, Michigan, United States Charles Schwab Full time
Join Charles Schwab's Team as a 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 Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing wealth management and financial planning advice to our clients, helping them achieve their financial goals.

Key Responsibilities:

  • Provide financial guidance and advice to clients
  • Build and maintain strong relationships with clients
  • Develop and implement comprehensive financial plans
  • Stay up-to-date on market trends and industry developments

Requirements:

  • Valid and active FINRA Series 7 license
  • Ability to build strong relationships and communicate effectively with clients
  • Strong analytical and problem-solving skills
  • Ability to work in a team environment

We offer a competitive benefits package, including:

  • 401(k) with company match
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

By joining our team, you'll have the opportunity to grow your practice and advance your career in a supportive and dynamic environment.


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