VP, Financial Consultant - Century City, CA | Los Angeles, CA, USA

VP, Financial Consultant - Century City, CA

Position Type: Regular

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure.

At Schwab, youre 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.

Schwabs branch team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Youll 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 be responsible for managing existing Schwab clients, providing wealth management and financial planning advice. Over time, youll grow your practice through client asset consolidation, networking, and earning client referrals. If you have your securities license, enjoy working in a team setting, and share our passion for serving clients, this role is for you.

Required Qualifications:

• A valid and active FINRA Series 7 license required

• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance will be required during your tenure.

Preferred Qualifications:

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

• Ability to leverage Schwabs team of specialists, advice guidelines, market knowledge, and inspire action to help clients achieve their goals.

• Openness to manage wealth for clients, including Retirement Planning, Education Planning, Investment Management, Banking & Lending, Insurance & Risk Management, and Estate Planning.

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

• Passion for community engagement and discussing market conditions, sound investing principles, and long-term strategies with clients.

• Desire to provide an outstanding investor experience and further professional development in Wealth Management.

Whats in it for you

At Schwab, were committed to empowering employees personal and professional success. Our supportive culture and focus on development provide the tools to make a positive impact in the finance industry.

We offer a competitive benefits package, including:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 28-day sabbatical after 5 years of service (for eligible positions)
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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