VP, Financial Consultant - Fairfield, CT
Charles Schwab•Fairfield, NJ
401d
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About The Position
The VP, Financial Consultant at Charles Schwab is responsible for providing financial guidance to clients while building lasting relationships based on trust and respect. This role involves managing existing client practices, offering wealth management and financial planning advice, and growing the practice through client asset consolidation and referrals. The position emphasizes a supportive culture that encourages professional development and client engagement.
