VP, Financial Consultant - Dallas, Texas (North)

Charles Schwab Corporation • Dallas, TX

9h • Onsite

About The Position

As a Financial Consultant at Schwab, you will be provided with existing Schwab clients, offering them wealth management and financial planning advice. Over time, you will grow your practice holistically through client asset consolidation, networking, and earning client referrals. This role is ideal for individuals who currently hold their securities license, enjoy working in a team setting, and share a passion for serving clients.

Requirements

• A valid and active FINRA Series 7 license.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure on the job.

Nice To Haves

• Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
• Leverage a team of Schwab specialists, Schwab advice guidelines, market knowledge, and ability to inspire action to help clients progress toward achieving their goals.
• Adapt and implement change as market and business conditions evolve.
• Passion for community engagement.
• Desire to further professional development in Wealth Management.

Responsibilities

• Provide clients with wealth management and financial planning advice.
• Grow practice through client asset consolidation, networking, and 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, sound investing principles, and ideal wealth and long-term investment strategies.
• Provide an outstanding investor experience.

Benefits

• Investment Professionals' incentive structure

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed