VP, Financial Consultant - West Portal, CA
Company: Charles Schwab
Location: San Francisco
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour 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
beprocured with 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 acquiringFINRA 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 additional to furthering your own professional
development in Wealth Management. Investment Professionals'
Compensation - Charles Schwab 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, we're committed to empowering our
employees' personal and professional success. Our purpose-driven,
supportive culture, and focus on your development means you'll get
the tools you need to make a positive difference in the finance
industry. 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
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Keywords: Charles Schwab, Fremont , VP, Financial Consultant - West Portal, CA, Accounting, Auditing , San Francisco, California
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