VP, Financial Consultant - Sunnyvale, CA
Join to apply for the VP, Financial Consultant - Sunnyvale, CA role at Schwab Stock Plan Services .
Location: Sunnyvale, CA
Requisition ID: 2025-108063
Category: Retail Branch
Position type: Regular
Pay range: USD $75,000.00 - $95,000.00 / Year
Application deadline: 2025-05-23
About the role
This role offers a salary plus bonus or incentive opportunities. As a Financial Consultant at Schwab, you'll provide wealth management and financial planning advice, grow your practice through client relationships, and work within a team to serve clients effectively.
Minimum qualifications
- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during employment
Preferred qualifications
- Strong relationship-building skills and client communication
- Ability to leverage Schwab resources and market knowledge
- Openness to managing various aspects of wealth including retirement, education, investment, banking, insurance, and estate planning
- Adaptability to market and business changes
- Community engagement and client education skills
- Desire for professional growth in Wealth Management
- Compliance with SAFE Act registration for residential loan mortgage originations
Benefits
Schwab offers a comprehensive benefits package including 401(k), health insurance, paid time off, tuition reimbursement, and more, supporting your personal and professional development.
Additional information
This position is classified as Mid-Senior level, full-time, within the Finance and Sales function. Referral opportunities can double your chances of interview success.
#J-18808-Ljbffr