Senior Vice President, Financial Consultant
2 days ago
We are seeking a highly skilled and experienced Senior Vice President, Financial Consultant to join our team at Charles Schwab. As a key member of our employee branch, you will be responsible for providing comprehensive wealth management and financial planning advice to our executives and high net worth employees.
Key Responsibilities- Develop and implement personalized financial plans for clients, including retirement planning, education planning, investment management, and estate planning.
- Provide guidance on equity compensation, deferred compensation, active investing, banking, insurance, and lending needs.
- Collaborate with clients to understand their financial goals and objectives, and develop strategies to achieve them.
- Stay up-to-date on industry trends and best practices, and apply this knowledge to provide exceptional service to clients.
- Work closely with other members of the employee branch to ensure seamless delivery of services to clients.
- 10 years of experience in the financial services industry, with a minimum of 5 years in a customer-facing role.
- Expertise in financial planning, investment management, and wealth management.
- Strong communication and interpersonal skills, with the ability to engage and influence clients.
- Ability to work independently and as part of a team, with a focus on delivering exceptional results.
- Professional designations such as CFP and/or CWS are highly preferred.
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health, dental, and vision insurance, 401(k) with company match, and employee stock purchase plan.
- Paid time off for vacation, volunteering, and a 4-week sabbatical after 5 years of service.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
At Charles Schwab, we are 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.
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