Charles Schwab
VP, Financial Consultant - Naples, FL (Downtown)
Join to apply for the VP, Financial Consultant - Naples, FL (Downtown) role at Charles Schwab.
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. We believe in the importance of in‑office collaboration and fully intend for the selected candidate to work on site in the specified location. 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 procuring an existing Schwab client base, 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.
Required Qualifications
A valid and active FINRA Series 7 license
Obtaining or acquiring a FINRA Series 66 (63/65) license and Life & Health Insurance during the tenure of 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 learn to leverage our team of Schwab specialists, Schwab advice guidelines, market knowledge, and inspire action to help clients 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 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.
Compensation and Benefits In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 a 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
Additional Information 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.
Referrals increase your chances of interviewing at Charles Schwab by 2x. Get notified about new Vice President Finance jobs in East Naples, FL.
#J-18808-Ljbffr
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. We believe in the importance of in‑office collaboration and fully intend for the selected candidate to work on site in the specified location. 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 procuring an existing Schwab client base, 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.
Required Qualifications
A valid and active FINRA Series 7 license
Obtaining or acquiring a FINRA Series 66 (63/65) license and Life & Health Insurance during the tenure of 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 learn to leverage our team of Schwab specialists, Schwab advice guidelines, market knowledge, and inspire action to help clients 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 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.
Compensation and Benefits In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 a 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
Additional Information 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.
Referrals increase your chances of interviewing at Charles Schwab by 2x. Get notified about new Vice President Finance jobs in East Naples, FL.
#J-18808-Ljbffr