VP Financial Consultant — Lead Wealth Strategy & Impact

Charles Schwab; Albuquerque (NM); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A financial services firm based in Albuquerque is seeking a VP Financial Consultant to provide financial advice and support to clients. This role involves building strong relationships with clients and helping them achieve their financial goals. Candidates should hold a valid FINRA Series 7 license and possess skills in client relationship management. The company offers a comprehensive benefits package and fosters a supportive work environment for professional growth.

Qualifications

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

Responsibilities

• Provide financial guidance to Schwab clients and support their financial futures.
• Grow practice through client asset consolidation, networking, and referrals.

Job description

A financial services firm based in Albuquerque is seeking a VP Financial Consultant to provide financial advice and support to clients. This role involves building strong relationships with clients and helping them achieve their financial goals. Candidates should hold a valid FINRA Series 7 license and possess skills in client relationship management. The company offers a comprehensive benefits package and fosters a supportive work environment for professional growth.