VP, Financial Consultant - Naples, FL (Downtown)
a day ago
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OnsiteFull-timeMid
Summary
Charles Schwab is seeking a VP, Financial Consultant to join their team in Naples, FL (Downtown). The role involves providing financial guidance to clients and building lasting relationships to help them achieve their financial goals.
About the Role
As a VP, Financial Consultant, you will be responsible for managing existing Schwab clients, offering wealth management and financial planning advice. You will grow your practice through client asset consolidation, networking, and referrals, while working in a collaborative environment that emphasizes in-office teamwork.
About You
Required:
- A valid and active FINRA Series 7 license.
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance.
Preferred:
- Ability to build strong relationships and deepen client trust.
- Experience in managing wealth including Retirement Planning, Education Planning, and Investment Management.
- Openness to adapt to changing market conditions.
- Passion for community engagement and providing an outstanding investor experience.
Benefits
- 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.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
East Naples, FL