VP, Financial Consultant - Menlo Park, CA

About the role

The role of Financial Consultant at Schwab is pivotal in guiding clients towards achieving their financial goals. This position requires a strong foundation in financial planning and a proven track record of building and maintaining client relationships.

Responsibilities

• Provide comprehensive financial planning and wealth management advice to existing Schwab clients.
• Grow your practice through client asset consolidation, networking, and client referrals.
• Adapt and implement changes as the market and business conditions evolve.
• Engage in community engagement activities to educate clients on market conditions and sound investing principles.

Requirements

• A valid and active FINRA Series 7 license is required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance licenses during your tenure on the job.
• Strong interpersonal and communication skills to build and maintain trust with clients.
• Ability to manage wealth on behalf of clients across various areas including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning.
• Passion for community engagement and sharing knowledge with clients.

Qualifications

• Preferred qualifications include the ability to build strong relationships, engage clients, and exceed client expectations.
• Desire to provide an outstanding investor experience and further professional development in Wealth Management.

Skills

• Knowledge of the markets and ability to inspire action to help clients achieve their goals.
• Strong organizational and problem-solving skills.
• Effective communication and interpersonal skills.

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

Pay

The base salary for this role is commensurate with experience and performance.

Schedule

This role offers a flexible schedule to accommodate your needs and the needs of your clients.