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    VP, Financial Consultant - San Mateo, United States - CFA Institute

    CFA Institute
    CFA Institute San Mateo, United States

    3 weeks ago

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    Description

    Position Type:
    Regular Your 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 tohelping clients own their financial futures.

    In this exciting role, you'll give clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal.

    You'll 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, 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 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:


    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 l everage 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.

    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:
    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

    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    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 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 insurance

    #J-18808-Ljbffr
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