Charles Schwab
VP, Financial Consultant - San Mateo, CA (Hiring Immediately)
Charles Schwab, San Mateo, California, United States, 94497
Position Type:
Regular Your opportunity At Schwab,
youre
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. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role,
youll
give clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal.
Youll
also
havethe ability to
take charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be
procured
with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time,
youll
grow
your
practice holistically through client asset consolidation, networking, and earning client referrals.
If you currently have your securities license, enjoy working in a teamsetting, 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:
Regular Your opportunity At Schwab,
youre
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. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role,
youll
give clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal.
Youll
also
havethe ability to
take charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be
procured
with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time,
youll
grow
your
practice holistically through client asset consolidation, networking, and earning client referrals.
If you currently have your securities license, enjoy working in a teamsetting, 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: