VP, Financial Consultant - Dallas, Texas (North)

About the role

As a Financial Consultant at Schwab, you will be responsible for providing wealth management and financial planning advice to existing Schwab clients. Over time, you will grow your practice through client asset consolidation, networking, and earning client referrals.

Responsibilities

• Procure existing Schwab clients
• Provide wealth management and financial planning advice
• Grow your practice 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 required during your tenure on the job

Preferred Qualifications

• Ability to build strong relationships, engage and encourage trust, and deepen the client relationship
• Leverage Schwab specialists, Schwab advice guidelines, knowledge of the markets, and ability to inspire action
• Manage wealth on behalf of clients including Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
• Adapt and implement change as the market and business conditions evolve
• Passion for community engagement to share and engage clients in discussions about market conditions, sound investing principles, and ideal wealth and long-term investment strategies
• Provide an outstanding investor experience and further professional development in Wealth Management

Pay

Competitive benefits package including:

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance