VP, Financial Consultant - Mt. Kisco

Charles Schwab • Mount Kisco, NY

78d

About The Position

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us 'challenge the status quo' and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. 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 during tenure.

Nice To Haves

• Ability to adapt and implement change as market and business conditions evolve.
• Passion for community engagement and sharing investment strategies.
• Desire to provide an outstanding investor experience and further professional development in Wealth Management.

Responsibilities

• Provide wealth management and financial planning advice to existing Schwab clients.
• Grow your practice through client asset consolidation, networking, and earning client referrals.
• Build strong relationships with clients and deepen those relationships through effective communication strategies.
• Leverage Schwab specialists and advice guidelines to assist clients in achieving their financial goals.
• Engage clients in discussions about market conditions and sound investing principles.

Benefits

• Eligible for bonus or incentive opportunities.

What This Job Offers

• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees