VP, Financial Consultant
New York City, NY, USA | Charles Schwab
Functions:Financial Services Professional
Consulting - Strategy
Job Description:97 people have viewed this job
As a Schwab Financial Consultant, you’ll need an entrepreneurial spirit and a passion for building a growing practice focused on client needs. If you are looking to build relationships with your clients by listening to their goals and providing objective advice and solutions that are clear, relevant, and actionable, you may be ready for a career worth owning.
Schwab Financial Consultants:
Are launched with a practice of existing Schwab clients that they build upon with the full backing, support, and extensive resources of Schwab.
Are compensated for the solutions and value they deliver to clients.
Partner with specialists across the company who help them achieve their personal and professional goals, which are always set high and client-focused.
WHAT YOU’LL DO:
The Financial Consultant position is part of our Branch Network, which is responsible for providing wealth management and financial planning advice to individuals and families. Managing wealth on behalf of our clients may include: retirement planning, education planning, investment management, and estate planning, as well as partnering with specialists to offer banking, insurance, and lending solutions. In this capacity, the Financial Consultant is responsible for providing an exceptional investor experience for clients with more than $250,000 in assets. Financial Consultants also focus on developing referrals as well as increasing net asset flow and offering advised solutions.
WHAT YOU HAVE:
A desire to change the way you look at your career
An entrepreneurial spirit and drive
A compass that points toward doing right by clients at every opportunity
A minimum of four years’ financial services experience working with retail clients, with proven success in providing advice and consultation, and in managing, developing, and expanding client relationships
Strong industry and market knowledge
Excellent consultative, interpersonal, and communication skills
WHAT YOU’LL GET:
Comprehensive Compensation and Benefits package.
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
Not just a job, but a career, with an opportunity to do the best work of your life.
Learn more about Life@Schwab.
EDUCATION, LICENSES, AND DESIGNATIONS:
Bachelor’s degree required
A valid and active Series 7 license is required
A valid and active Series 66 (63/65) license is required (may be obtained within a 90-day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120-day condition of employment)
CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is preferred