Vice President of Financial Advisory Services
2 weeks ago
At Charles Schwab, we believe in the power of innovative thinking combined with effective problem-solving to reshape the finance sector. Our branch teams are integral to our mission of empowering clients to take charge of their financial destinies.
Key ResponsibilitiesIn this dynamic position, you will:
- Provide expert financial advice to clients, fostering enduring relationships grounded in trust and mutual objectives.
- Manage a portfolio of existing clients, offering comprehensive wealth management and financial planning services.
- Enhance your practice through client asset consolidation, networking opportunities, and referrals.
- Utilize resources from Schwab specialists and your market knowledge to motivate clients towards their financial aspirations.
Your responsibilities will encompass:
- Retirement and Education Planning
- Investment Management
- Banking and Lending Solutions
- Insurance and Risk Management
- Estate Planning
We value a commitment to community involvement, encouraging discussions with clients about market trends, prudent investment strategies, and tailored wealth management approaches.
Professional DevelopmentWe are dedicated to providing an exceptional investor experience while supporting your growth in Wealth Management. Our flexible work arrangements, nurturing culture, and emphasis on personal development equip you with the necessary tools to effect positive change in the finance industry.
BenefitsWe offer a comprehensive benefits package, including:
- 401(k) plan with company matching
- Employee stock purchase program
- Paid parental leave and family support benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Join us in our purpose-driven environment where your contributions can make a significant impact in the financial landscape.
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