VP, Financial Consultant - Boise, ID

ISHE; Boise (ID); Vor Ort; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Zusammenfassung

Schwab is seeking a Financial Consultant in Boise, Idaho to provide wealth management guidance to existing clients, expanding relationships through asset consolidation and referrals. The role offers bonus opportunities and a supportive culture, with potential to advance professionally within a collaborative team of Schwab specialists and advisors.

The position emphasizes building lasting client relationships, delivering personalized financial planning, and contributing to the growth of Schwab's

Qualifikationen

• Ability to build strong client relationships and trust.
• Strong communication to exceed client expectations.
• Willingness to learn and leverage Schwab specialists and guidelines.

Aufgaben

• Provide wealth management and financial planning advice to existing Schwab clients.
• Grow client practice through asset consolidation and referrals.
• Help clients progress toward their financial goals with a fiduciary approach.

Kenntnisse

Relationship building

Client communication

Wealth management knowledge

Adapt to change

Community engagement

Tools

FINRA Series 7 license

Jobbeschreibung

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us 'challenge the status quo' and transform the finance industry together.

Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

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. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

• A valid and active FINRA Series 7 license required

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.


• Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.


• 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


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

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.

We offer a competitive that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan


• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions


• Paid parental leave and family building benefits


• Tuition reimbursement


• Health, dental, and vision insurance