Charles Schwab
VP, Financial Consultant - North Naples, FL
Charles Schwab, East Naples, Florida, United States
VP, Financial Consultant – North Naples, FL
Join to apply for the VP, Financial Consultant role at Charles Schwab.
At Schwab, you’ll be 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.
In this role you will provide financial guidance to existing Schwab clients, offering wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and earning client referrals. If you have a securities license and enjoy working in a team setting, this position is for you.
Required Qualifications
A valid and active FINRA Series 7 license.
Obtain or acquire FINRA Series 66 (or 63/65) license and Life & Health Insurance license during your tenure.
Preferred Qualifications
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship with a focused communication strategy.
Strong candidates will leverage Schwab specialists, guidelines, market knowledge, and inspire action to help clients achieve their goals.
Open to managing wealth for clients in Retirement, Education, Investment, Banking & Lending, Insurance & Risk, and Estate Planning.
Adaptability to implement change as market and business conditions evolve.
Passion for community engagement and educating clients about market conditions and sound investing principles.
Desire to provide an outstanding investor experience and pursue 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.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you 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
Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance and Sales.
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At Schwab, you’ll be 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.
In this role you will provide financial guidance to existing Schwab clients, offering wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and earning client referrals. If you have a securities license and enjoy working in a team setting, this position is for you.
Required Qualifications
A valid and active FINRA Series 7 license.
Obtain or acquire FINRA Series 66 (or 63/65) license and Life & Health Insurance license during your tenure.
Preferred Qualifications
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship with a focused communication strategy.
Strong candidates will leverage Schwab specialists, guidelines, market knowledge, and inspire action to help clients achieve their goals.
Open to managing wealth for clients in Retirement, Education, Investment, Banking & Lending, Insurance & Risk, and Estate Planning.
Adaptability to implement change as market and business conditions evolve.
Passion for community engagement and educating clients about market conditions and sound investing principles.
Desire to provide an outstanding investor experience and pursue 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.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you 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
Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Finance and Sales.
#J-18808-Ljbffr