VP, Financial Consultant

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. 

As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

• A valid and active FINRA Series 7 license required

• Obtaining or acquiringFINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.  

Preferred Qualifications:

• Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.  

• Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.  

• Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning

• Ability to adapt and implement change as the market and business conditions evolve  

• Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation 

• Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.  

What’s in it for you:

We offer a competitive benefits package that takes care of the whole you – both today and in the future: 

• Base salary

• 401(k) with company match and Employee stock purchase plan 

• Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service 

• Paid parental leave and family building benefits 

• Tuition reimbursement 

• Health, dental, and vision insurance

About the Company:
Charles Schwab

Schwab has earned high praise in 2016 for its heritage of innovation, contemporary wealth management capabilities, and workplace culture.

Selected as one of the FORTUNE Top 50 “World’s Most Admired Companies®”, Schwab ranked #1 for Innovation and Social Responsibility in Key Attributes of Reputation and #2 in the Securities and Asset Management category.

Schwab received a fifth consecutive win of the Gallup® Great Workplace Award, placing Schwab among the top 35 companies recognized for having the most engaged workforces in the world.

Schwab’s commitment to challenging the industry status quo, delivering excellent client service supported by strong corporate governance practices, is due to our strong leadership team and Board of Directors.

Company Size:
50 to 99 employees

Industry:
Banking

Founded:
1976

Website:
https://www.aboutschwab.com/