VP, Financial Consultant - Tulsa, OK

About the role

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals.

Responsibilities

• Provide comprehensive wealth management and financial planning advice to existing Schwab clients
• Consolidate client assets and build a robust client base through networking and referrals
• Adapt and implement changes as the market and business conditions evolve
• Engage and exceed client expectations through a focused client communication strategy
• Manage wealth on behalf of clients including Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning

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
• Strong relationship-building and client communication skills
• Ability to leverage Schwab specialists, Schwab advice guidelines, and knowledge of the markets
• Passion for community engagement and sharing market conditions, sound investing principles, and ideal wealth strategies

Preferred Qualifications

• Openness to managing wealth on behalf of clients
• Desire to provide an outstanding investor experience
• Desire for professional development in Wealth Management

Benefits

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