VP, Financial Consultant - Menlo Park, CA

Charles Schwab; Menlo Park (CA); In loco; USD 90.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Base salary

401(k) match

Stock purchase plan

Vacation and sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental/vision insurance

Descrizione del lavoro

Charles Schwab is hiring a Financial Consultant in Menlo Park, CA. You will provide wealth management guidance to existing clients and help grow your practice through networking and referrals.

You will work within Schwab's team framework, leveraging specialists and guidelines to support clients’ financial goals, retirement planning, and investment strategies. A proactive, client-focused mindset is essential.

Competenze

• Active FINRA Series 7 license required.
• Obtaining Series 66 (63/65) license and Life & Health Insurance as required during tenure.

Mansioni

• Provide wealth management and financial planning guidance to Schwab clients.
• Grow your practice through client asset consolidation, networking, and referrals.
• Build lasting client relationships with trust and clear communication.

Conoscenze

FINRA Series 7

FINRA Series 66

Life & Health Insurance

Relationship Building

Descrizione del lavoro

Your opportunity

• In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
• Investment Professionals' Compensation | Charles Schwab

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
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

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, we're committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

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

• Base salary
• 401(k) with company match and Employee stock purchase plan
• Paid time 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
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process