Charles Schwab
VP, Financial Consultant - Brentwood, CA
Charles Schwab, Los Angeles, California, United States, 90079
VP, Financial Consultant - Brentwood, CA
Join to apply for the
VP, Financial Consultant - Brentwood, CA
role at
Charles Schwab .
At Schwab, you’re empowered to make an impact on your career. 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 give clients financial guidance while forming lasting relationships built on trust, respect, and a common goal. You’ll also have the ability to take charge of your own professional journey within a supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant you’ll be procuring on 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 and enjoy working in a team setting, this role is for you.
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.
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, knowledge of the markets, and the ability to inspire action to help clients progress toward 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 while furthering professional development in wealth management.
Benefits
Base salary.
401(k) with company match and Employee Stock Purchase Plan.
Paid time for vacation, volunteering, and a 4‑week sabbatical after 5 years of service.
Paid parental leave and family building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.
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VP, Financial Consultant - Brentwood, CA
role at
Charles Schwab .
At Schwab, you’re empowered to make an impact on your career. 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 give clients financial guidance while forming lasting relationships built on trust, respect, and a common goal. You’ll also have the ability to take charge of your own professional journey within a supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant you’ll be procuring on 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 and enjoy working in a team setting, this role is for you.
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.
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, knowledge of the markets, and the ability to inspire action to help clients progress toward 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 while furthering professional development in wealth management.
Benefits
Base salary.
401(k) with company match and Employee Stock Purchase Plan.
Paid time for vacation, volunteering, and a 4‑week sabbatical after 5 years of service.
Paid parental leave and family building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.
#J-18808-Ljbffr