Charles Schwab
VP, Financial Consultant - San Mateo, CA
Charles Schwab, San Mateo, California, United States, 94409
Overview
VP, Financial Consultant - San Mateo, CA 2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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 exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be engaged in the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll 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 as it 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 client’s progress toward achieving their goals. Openness to manage 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 engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in addition to furthering your own 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. You will be required to register and to submit to the required SAFE Act background check and registration process
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, ongoing learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 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 for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Vice President Finance jobs in
San Mateo, CA . San Francisco, CA $180,000.00-$250,000.00 5 days ago Additional listings
Vice President, Finance, Marketing and Corporate Functions — Foster City, CA $236,300.00-$369,300.00 1 week ago Vice President of Product – HR, Finance, and Corporate Services — San Francisco, CA $255,300.00-$351,100.00 2 weeks ago Gap Inc. Vice President of Product - HR, Finance, and Corporate Services — San Francisco, CA $255,300.00-$351,100.00 4 months ago Oakland, CA $180,000.00-$220,000.00 1 month ago San Francisco, CA $190,000.00-$230,000.00 6 days ago Santa Clara, CA $440,000.00-$632,500.00 12 hours ago Sunnyvale, CA $266,000.00-$300,000.00 1 week ago Vice President, Finance, Strategy, and Analytics
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#J-18808-Ljbffr
VP, Financial Consultant - San Mateo, CA 2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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 exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be engaged in the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll 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 as it 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 client’s progress toward achieving their goals. Openness to manage 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 engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience in addition to furthering your own 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. You will be required to register and to submit to the required SAFE Act background check and registration process
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, ongoing learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 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 for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Charles Schwab by 2x Get notified about new Vice President Finance jobs in
San Mateo, CA . San Francisco, CA $180,000.00-$250,000.00 5 days ago Additional listings
Vice President, Finance, Marketing and Corporate Functions — Foster City, CA $236,300.00-$369,300.00 1 week ago Vice President of Product – HR, Finance, and Corporate Services — San Francisco, CA $255,300.00-$351,100.00 2 weeks ago Gap Inc. Vice President of Product - HR, Finance, and Corporate Services — San Francisco, CA $255,300.00-$351,100.00 4 months ago Oakland, CA $180,000.00-$220,000.00 1 month ago San Francisco, CA $190,000.00-$230,000.00 6 days ago Santa Clara, CA $440,000.00-$632,500.00 12 hours ago Sunnyvale, CA $266,000.00-$300,000.00 1 week ago Vice President, Finance, Strategy, and Analytics
Santa Clara, CA $62,000.00-$300,000.00 14 hours ago Vice President of Finance and Accounting
Oakland, CA $225,000.00-$250,000.00 3 days ago San Ramon, CA $173,700.00-$206,000.00 5 days ago San Francisco Bay Area $200,000.00-$250,000.00 13 hours ago San Francisco, CA $320,000.00-$380,000.00 2 weeks ago San Carlos, CA $240,000.00-$300,000.00 1 month ago San Francisco, CA $220,000.00-$350,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr