Fairygodboss
VP, Financial Consultant - San Mateo, CA
Fairygodboss, San Mateo, California, United States, 94409
VP, Financial Consultant - San Mateo, CA
Why you should apply for a job at Charles Schwab:
67%
say women are treated fairly and equally to men 75%
would recommend this company to other women 69%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave. Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees. Mentorship program opportunities and a competitive tuition reimbursement program to invest in employees’ success. Position summary
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 acquiring FINRA Series 66 (63/65) license and Life & Health Insurance 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 clients progress toward achieving their goals. Openness to managing 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 discuss market conditions, sound investing principles, and ideal wealth and long-term investment strategies for clients' personal situations. Desire to provide an outstanding investor experience while furthering your professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. Registration and background checks are required. What's in it for you At Schwab, we’re committed to empowering your personal and professional success. Our purpose-driven, supportive culture and focus on your development provide the tools you need to make a positive impact in the finance industry. We offer a comprehensive benefits package, including: 401(k) with company match and Employee Stock Purchase Plan Paid vacation, volunteering time, and a 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Health, dental, and vision insurance
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Why you should apply for a job at Charles Schwab:
67%
say women are treated fairly and equally to men 75%
would recommend this company to other women 69%
say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. After 5 years of service at Schwab, employees are eligible for one month of Sabbatical leave. Paid parental leave and reimbursement to help offset adoption or surrogacy expenses for eligible employees. Mentorship program opportunities and a competitive tuition reimbursement program to invest in employees’ success. Position summary
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 acquiring FINRA Series 66 (63/65) license and Life & Health Insurance 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 clients progress toward achieving their goals. Openness to managing 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 discuss market conditions, sound investing principles, and ideal wealth and long-term investment strategies for clients' personal situations. Desire to provide an outstanding investor experience while furthering your professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. Registration and background checks are required. What's in it for you At Schwab, we’re committed to empowering your personal and professional success. Our purpose-driven, supportive culture and focus on your development provide the tools you need to make a positive impact in the finance industry. We offer a comprehensive benefits package, including: 401(k) with company match and Employee Stock Purchase Plan Paid vacation, volunteering time, and a 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Health, dental, and vision insurance
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