VP, Financial Consultant - Santa Rosa, CA

Charles SchwabSanta Rosa, CA
222d

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

  • Obtaining or acquiring FINRA Series 7 & 66 (63/65) license
  • Life & Health Insurance license required during tenure
  • Ability to build strong relationships and engage trust
  • Strong communication skills to deepen client relationships
  • Knowledge of the markets and ability to inspire action

Nice To Haves

  • Openness to manage wealth on behalf of clients
  • Passion for community engagement
  • Desire for professional development in Wealth Management

Responsibilities

  • Provide financial guidance to clients
  • Form lasting relationships built on trust and respect
  • Grow practice through client asset consolidation and networking
  • Earn client referrals
  • Manage wealth on behalf of clients including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning
  • Engage clients in discussions about market conditions and sound investing principles
  • Provide an outstanding investor experience

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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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