- Required Qualifications:
- A valid and active FINRA Series 7 license is a must
- Ability to obtain or hold FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure
- Skilled in building strong relationships and fostering trust, with a focus on enhancing client communication and exceeding expectations
- Capable of leveraging Schwab specialists, advice guidelines, market knowledge, and motivational skills to guide clients toward their goals
- Adaptive to market changes, with a keen interest in managing wealth in various areas including retirement, education, investment, banking, insurance, and estate planning
- Passionate about engaging with the community to discuss market trends and sound investment principles
- Dedicated to providing exceptional investor experiences while advancing personal development in Wealth Management.
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time off for vacation, volunteering, and a 4-week sabbatical after 5 years
- Paid parental leave and family care benefits
- Tuition assistance
- Comprehensive health, dental, and vision coverage
- 401(k) with company match and Employee stock purchase plan
- Paid time off for vacation, volunteering, and sabbaticals every 5 years for eligible positions
- Paid parental leave and family care benefits
- Tuition assistance
- Complete health, dental, and vision insurance
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VP, Financial Consultant- Torrey Pines, CA - San Diego, United States - Charles Schwab
Description
Position Type: RegularYour opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, fostering a culture where we constantly strive to improve and reshape the finance industry collectively.
Join Schwab's branch team, the essential core of our firm's dedication to assisting clients in securing their financial futures. In this dynamic role, you'll provide clients with valuable financial guidance, establishing enduring relationships founded on trust, respect, and shared objectives. Seize the opportunity to take control of your professional growth within our supportive and diverse environment of career possibilities.
As a Financial Consultant at Schwab, your primary focus will be on serving existing Schwab clients by offering wealth management and financial planning advice. As you progress, you'll expand your client base through asset consolidation, networking, and client referrals. If you hold a securities license, thrive in a team environment, and are passionate about client service - this role is tailor-made for you.
What you have
What's in it for you
At Schwab, we're committed to fostering your personal and professional success. Our purpose-driven culture, supportive atmosphere, and focus on development ensure that you have the necessary tools to effect positive change in the finance industry.
Benefit from a competitive perks package that caters to your holistic well-being, both now and in the future:
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