VP, Financial Consultant- Rancho Bernardo, CA

Charles Schwab; San Diego (CA); Presencial; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Base salary with bonus opportunities

401(k) with company match

Paid time for vacation

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

Charles Schwab in San Diego is looking for a financial advisor to provide wealth management and financial planning services. The role involves building strong relationships with clients, focusing on helping them achieve their financial goals through comprehensive services.

Candidates must possess a valid FINRA Series 7 license, along with other relevant licenses during tenure. The position offers a competitive salary with additional incentive opportunities and generous benefits.

Formación

• Valid and active FINRA Series 7 license required.
• FINRA Series 66 (or 63/65) and Life & Health Insurance license during tenure.

Responsabilidades

• Provide comprehensive wealth management services.
• Maintain client relationships through effective communication.
• Engage in retirement, education, investment, and estate planning.

Conocimientos

Client relationship management

Financial planning

Investment management

Communication skills

Community engagement

Educación

FINRA Series 7 license

FINRA Series 66 (or 63/65)

Life & Health Insurance license

Descripción del empleo

Overview

At Schwab, you’ll provide financial guidance to existing clients, building lasting relationships and growing your practice through client asset consolidation, networking, and referrals. The role focuses on wealth management and financial planning advice.

Responsibilities

Provide comprehensive wealth management services, including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning. Maintain client relationships by applying focused communication strategies and ensuring client expectations are exceeded.

Required Qualifications

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

Preferred Qualifications

• Ability to build strong relationships, engage and encourage trust, and deepen client relationships through targeted communication.
• Strong candidates will learn to leverage Schwab specialists, Schwab advice guidelines, market knowledge, and inspire client action toward achieving goals.
• Openness to manage wealth in areas such as retirement planning, education planning, investment management, banking & lending, insurance & risk, and estate planning.
• Ability to adapt and implement change as market and business conditions evolve.
• Passion for community engagement and educating clients about market conditions and sound investing principles.
• Desire to provide an outstanding investor experience while advancing professional development in Wealth Management.

Compliance Requirements

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system, remain in good standing, and complete required background checks and registration processes.

Benefits

• Base salary with bonus or incentive opportunities.
• 401(k) with company match and employee stock purchase plan.
• Paid time for vacation, volunteering, and a 4‑week sabbatical after five years of service.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.