TieTalent
VP, Financial Consultant - San Francisco, CA
TieTalent, Daly City, California, United States, 94013
VP, Financial Consultant - San Francisco, CA
– TieTalent
The following information aims to provide potential candidates with a better understanding of the requirements for this role. Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab Note: Some content references Schwab’s approach to wealth management and client guidance. If this content is not applicable to the TieTalent posting, it should be clarified or removed in the final posting. As a Financial Consultant at Schwab, you will be working with existing Schwab clients, providing wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and referrals. If you currently have your securities license, enjoy working in a team setting, and share a 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, as it will be required during tenure Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen client relationships by applying a focused client communication strategy and exceeding client expectations Ability to leverage a team of Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward goals Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as market and business conditions evolve Passion for community engagement to discuss market conditions and sound investing principles with clients Desire to provide an outstanding investor experience and continue professional development in Wealth Management What’s in it for you We’re committed to empowering employees’ personal and professional success. The purpose-driven, supportive culture and focus on development provide tools to make a positive difference in the finance industry. Benefits include: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service (eligible positions) Paid parental leave and family building benefits Tution reimbursement Health, dental, and vision insurance Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Technology, Information and Internet Referrals increase your chances of interviewing at TieTalent. San Francisco, CA $250,000.00-$275,000.00
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– TieTalent
The following information aims to provide potential candidates with a better understanding of the requirements for this role. Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab Note: Some content references Schwab’s approach to wealth management and client guidance. If this content is not applicable to the TieTalent posting, it should be clarified or removed in the final posting. As a Financial Consultant at Schwab, you will be working with existing Schwab clients, providing wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and referrals. If you currently have your securities license, enjoy working in a team setting, and share a 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, as it will be required during tenure Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen client relationships by applying a focused client communication strategy and exceeding client expectations Ability to leverage a team of Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward goals Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning Ability to adapt and implement change as market and business conditions evolve Passion for community engagement to discuss market conditions and sound investing principles with clients Desire to provide an outstanding investor experience and continue professional development in Wealth Management What’s in it for you We’re committed to empowering employees’ personal and professional success. The purpose-driven, supportive culture and focus on development provide tools to make a positive difference in the finance industry. Benefits include: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service (eligible positions) Paid parental leave and family building benefits Tution reimbursement Health, dental, and vision insurance Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Technology, Information and Internet Referrals increase your chances of interviewing at TieTalent. San Francisco, CA $250,000.00-$275,000.00
#J-18808-Ljbffr