VP, Financial Consultant- San Mateo, CA
About The Position
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 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.
Requirements
- 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.
- If currently have your securities license.
- Enjoy working in a team setting.
- Share passion for serving clients.
Nice To Haves
- Ability to build strong relationships.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement.
Responsibilities
- Provide clients with wealth management and financial planning advice.
- Grow practice through client asset consolidation, networking, and client referrals.
- Engage and encourage trust, and deepen client relationships by applying a focused client communication strategy, and exceeding client expectations.
- Leverage Schwab specialists, Schwab advice guidelines, knowledge of the markets, and ability to inspire action to help clients progress toward achieving their goals.
- Manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Adapt and implement change as the market and business conditions evolve.
- Engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Provide an outstanding investor experience.
- Further professional development in Wealth Management.
Benefits
- Base salary
- 401(k) with company match
- Employee stock purchase plan
- Paid time for vacation
- Paid time for volunteering
- 4-week sabbatical after 5 years of service
- Paid parental leave
- Family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
