Schwab Stock Plan Services
VP, Financial Consultant - Cupertino, CA
Schwab Stock Plan Services, Cupertino, California, United States, 95014
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VP, Financial Consultant - Cupertino, CA
role at
Schwab Stock Plan Services
1 month ago Be among the first 25 applicants
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VP, Financial Consultant - Cupertino, CA
role at
Schwab Stock Plan Services
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Job Details Cupertino, CA
Requisition ID:
2025-106969
Category:
Retail Branch
Position type:
Regular
Pay range:
USD $75,000.00 - $85,000.00 / Year
Application deadline:
2025-05-31
Opportunity Overview 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 clients with financial guidance and build lasting relationships based on trust and mutual goals. You’ll also have the opportunity to take charge of your professional journey within our supportive and diverse culture.
Role Responsibilities As a Financial Consultant at Schwab, you will work with existing clients, offering wealth management and financial planning advice. You will grow your practice through client asset consolidation, networking, and referrals. This role is ideal for those with securities licenses, a passion for client service, and a team-oriented mindset.
Minimum Qualifications
A valid and active FINRA Series 7 license
In the process of obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure
Preferred Qualifications
Strong relationship-building skills and ability to communicate effectively with clients
Knowledge of markets, advice guidelines, and ability to inspire clients
Openness to managing various aspects of wealth including retirement, education, investment, banking, insurance, and estate planning
Adaptability to changing market and business conditions
Passion for community engagement and client education
Desire to enhance client experience and grow professionally in Wealth Management
Benefits and Culture Schwab offers a comprehensive benefits package including 401(k), paid time off, parental leave, tuition reimbursement, and health insurance. We foster a purpose-driven, supportive environment focused on your growth and success.
Additional Information Senior level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
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VP, Financial Consultant - Cupertino, CA
role at
Schwab Stock Plan Services
1 month ago Be among the first 25 applicants
Join to apply for the
VP, Financial Consultant - Cupertino, CA
role at
Schwab Stock Plan Services
Get AI-powered advice on this job and more exclusive features.
Job Details Cupertino, CA
Requisition ID:
2025-106969
Category:
Retail Branch
Position type:
Regular
Pay range:
USD $75,000.00 - $85,000.00 / Year
Application deadline:
2025-05-31
Opportunity Overview 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 clients with financial guidance and build lasting relationships based on trust and mutual goals. You’ll also have the opportunity to take charge of your professional journey within our supportive and diverse culture.
Role Responsibilities As a Financial Consultant at Schwab, you will work with existing clients, offering wealth management and financial planning advice. You will grow your practice through client asset consolidation, networking, and referrals. This role is ideal for those with securities licenses, a passion for client service, and a team-oriented mindset.
Minimum Qualifications
A valid and active FINRA Series 7 license
In the process of obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure
Preferred Qualifications
Strong relationship-building skills and ability to communicate effectively with clients
Knowledge of markets, advice guidelines, and ability to inspire clients
Openness to managing various aspects of wealth including retirement, education, investment, banking, insurance, and estate planning
Adaptability to changing market and business conditions
Passion for community engagement and client education
Desire to enhance client experience and grow professionally in Wealth Management
Benefits and Culture Schwab offers a comprehensive benefits package including 401(k), paid time off, parental leave, tuition reimbursement, and health insurance. We foster a purpose-driven, supportive environment focused on your growth and success.
Additional Information Senior level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Referrals can double your chances of interview success. Stay updated on new roles like this in Cupertino, CA.
#J-18808-Ljbffr