VP, Financial Consultant - Naples, FL

Charles SchwabNaples, FL
118d

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 as it will be required during your tenure on the job.

Nice To Haves

  • Ability to build strong relationships and engage trust.
  • Experience in managing wealth including Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
  • Passion for community engagement and discussing market conditions and investment strategies.
  • Desire to provide an outstanding investor experience.

Responsibilities

  • Provide financial guidance to clients.
  • Form lasting relationships built on trust and respect.
  • Grow your practice through client asset consolidation and networking.
  • Earn client referrals.

Benefits

  • Eligible for bonus or incentive opportunities.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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