Schwab Stock Plan Services
VP, Financial Consultant- Morristown, NJ
Schwab Stock Plan Services, Convent Station, New Jersey, us, 07961
VP, Financial Consultant- Morristown, NJ
Join to apply for the
VP, Financial Consultant- Morristown, NJ
role at
Schwab Stock Plan Services . Location: Morristown, Morris, NJ Requisition ID:
2025-106797 |
Category:
Retail Branch |
Position type:
Regular |
Pay range:
USD $65,000.00 - $100,000.00 / Year |
Application deadline:
2025-05-31 Your opportunity
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 role, you’ll provide financial guidance, build lasting relationships based on trust and respect, and take charge of your professional journey within our supportive culture and diverse career opportunities. Responsibilities
Manage existing Schwab client relationships, providing wealth management and financial planning advice. Grow your practice through client asset consolidation, networking, and referrals. Minimum qualifications
Valid and active FINRA Series 7 license. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure. Preferred qualifications
Strong relationship-building skills and client communication strategies. Ability to leverage Schwab’s team and resources, market knowledge, and inspire clients. Willingness to manage wealth including Retirement, Education, Investment Management, Banking & Lending, Insurance & Risk, and Estate Planning. Adaptability to market and business changes. Passion for community engagement and client education on market conditions and investing principles. Commitment to providing an outstanding investor experience and professional growth in Wealth Management. This role is also eligible for bonuses or incentives. Benefits
401(k) with company match and Employee Stock Purchase Plan Paid time off, sabbatical after 5 years, parental leave, family benefits Tuition reimbursement, health, dental, vision insurance Additional info
Involves registration with NMLS for mortgage-related activities, with background checks. Why Schwab?
We support your personal and professional success with a comprehensive benefits package and a culture focused on growth and community engagement.
#J-18808-Ljbffr
Join to apply for the
VP, Financial Consultant- Morristown, NJ
role at
Schwab Stock Plan Services . Location: Morristown, Morris, NJ Requisition ID:
2025-106797 |
Category:
Retail Branch |
Position type:
Regular |
Pay range:
USD $65,000.00 - $100,000.00 / Year |
Application deadline:
2025-05-31 Your opportunity
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 role, you’ll provide financial guidance, build lasting relationships based on trust and respect, and take charge of your professional journey within our supportive culture and diverse career opportunities. Responsibilities
Manage existing Schwab client relationships, providing wealth management and financial planning advice. Grow your practice through client asset consolidation, networking, and referrals. Minimum qualifications
Valid and active FINRA Series 7 license. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure. Preferred qualifications
Strong relationship-building skills and client communication strategies. Ability to leverage Schwab’s team and resources, market knowledge, and inspire clients. Willingness to manage wealth including Retirement, Education, Investment Management, Banking & Lending, Insurance & Risk, and Estate Planning. Adaptability to market and business changes. Passion for community engagement and client education on market conditions and investing principles. Commitment to providing an outstanding investor experience and professional growth in Wealth Management. This role is also eligible for bonuses or incentives. Benefits
401(k) with company match and Employee Stock Purchase Plan Paid time off, sabbatical after 5 years, parental leave, family benefits Tuition reimbursement, health, dental, vision insurance Additional info
Involves registration with NMLS for mortgage-related activities, with background checks. Why Schwab?
We support your personal and professional success with a comprehensive benefits package and a culture focused on growth and community engagement.
#J-18808-Ljbffr