VP, Financial Consultant- Sunnyvale, 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 will grow your practice through client asset consolidation, networking, and earning client referrals.

Responsibilities

• Provide financial guidance to clients
• Build strong relationships with clients
• Engage and encourage trust with clients
• Exceed client expectations through a focused communication strategy
• Leverage Schwab specialists, advice guidelines, and knowledge of the markets 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 market and business conditions evolve
• 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 while furthering professional development in Wealth Management

Requirements

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

Preferred Qualifications

• Strong relationship-building and trust-encouraging abilities
• Ability to apply a focused client communication strategy
• Passion for community engagement and sharing market conditions, sound investing principles, and ideal wealth strategies
• Potential to manage various aspects of wealth including retirement, education, investment, banking, insurance, and estate planning
• Willingness to adapt and implement change as market and business conditions evolve
• Desire to provide an outstanding investor experience and further professional development in Wealth Management

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 salary range for this role is not specified, but it is eligible for bonus or incentive opportunities.

Schedule

The schedule for this role is not specified, but it is open to flexible work options within Schwab's supportive culture.