VP, Financial Consultant- Fremont, CA

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'll grow your practice through client asset consolidation, networking, and earning client referrals.

Responsibilities

• Provide financial guidance to existing Schwab clients
• Grow your practice through client asset consolidation, networking, and earning client referrals
• 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
• Leverage Schwab specialists, Schwab advice guidelines, and your knowledge of the markets to inspire action and help clients achieve their goals

Requirements

• A valid and active FINRA Series 7 license required
• Obtaining or acquiring FINRA Series 66 (63/65) license during your tenure on the job

Preferred Qualifications

• 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
• Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
• Ability to adapt and implement change as the market and business conditions evolve
• Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation

Benefits

• Base salary
• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and a 4-week sabbatical after 5 years of service
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance