VP, Financial Consultant
4 days ago
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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