VP, Financial Consultant- San Jose, 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 wealth management and financial planning advice to existing Schwab clients
• Grow your practice through client asset consolidation, networking, and earning client referrals
• Adapt and implement change as the market and business conditions evolve
• Leverage Schwab specialists, Schwab advice guidelines, and your knowledge of the markets to help clients achieve their financial goals

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
• 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

Qualifications

• Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management

Skills

• Strong communication and interpersonal skills
• Ability to manage multiple tasks and priorities
• Knowledge of financial markets and investment strategies
• Strong analytical and problem-solving 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

• Competitive base salary

Schedule

• Flexible work options