VP, Financial Consultant- Brea, CA
Charles Schwaba day ago
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OnsiteFull-timeMid
Summary
Charles Schwab is seeking a VP, Financial Consultant to join their team in Brea, CA. The role involves providing financial guidance and building lasting client relationships while managing wealth and financial planning.
About the Role
As a VP, Financial Consultant, you will be responsible for advising existing Schwab clients on wealth management and financial planning. You will grow your practice through client asset consolidation, networking, and referrals. The role requires a focus on client communication and relationship building, as well as adapting to changing market conditions.
About You
Required:
- 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:
- Ability to build strong relationships and deepen client relationships through effective communication.
- Experience in managing wealth including Retirement Planning, Education Planning, Investment Management, and Estate Planning.
- Passion for community engagement and providing an outstanding investor experience.
Benefits
- Base salary with eligibility for bonus or incentive opportunities.
- 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.
- 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)
Brea, CA