? Urgent Search: VP, Financial Consultant – Greenwich, CT Position Available In South Central Connecticut, Connecticut

Job Description:

Position Type:

Regular Your opportunity At Schwab, you’reempowered to make an impact on your career. Here, innovativethought meets creative problem solving, helping us “challenge thestatus quo” and transform the finance industry together. Schwab’sbranch team is at the heart of our firm’s commitment to helpingclients own their financial futures. In this exciting role, you’llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You’ll alsohave the ability to take charge of your own professional journeywith our supportive, nurturing culture and diverse set of careeropportunities. As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providingthem with wealth management and financial planning advice. Overtime, you’ll grow your practice holistically through client assetconsolidation, networking, and earning client referrals. If youcurrently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients

• this role isfor you.

What you have

Required Qualifications:

• A valid andactive FINRA Series 7 license required
• Obtaining or acquiringFINRA Series 66 (63/65) license and Life & Health Insurance as itwill be required during your tenure on the job.

PreferredQualifications:

• Ability to build strong relationships, engage andencourage trust, and deepen the client relationship by applying afocused client communication strategy, and exceeding clientexpectations.
• Strong candidates will also learn to leverage ourteam of Schwab specialists, Schwab advice guidelines, yourknowledge of the markets, and your ability to inspire action tohelp 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, andEstate Planning

• Ability to adapt and implement change as themarket and business conditions evolve
• Passion for communityengagement to share and engage clients in discussion about marketconditions, sound investing principles, and the ideal wealth andlong-term investment strategies for their personal situation
• Desire to provide an outstanding investor experience in additionalto furthering your own professional development in WealthManagement.

In addition to the salary range, this role is alsoeligible for bonus or incentive opportunities. InvestmentProfessionals’ Compensation | Charles Schwab Pursuant to SAFE Actrequirements, all employees engaged in residential loan mortgageoriginations must register with the NMLS registry system and remainin good standing. You will be required to register and to submit tothe required SAFE Act background check and registration processWhat’s in it for you At Schwab, we’re committed to empowering ouremployees’ personal and professional success. Our purpose-driven,supportive culture, and focus on your development means you’ll getthe tools you need to make a positive difference in the financeindustry. We offer a competitive benefits package that takes careof the whole you

• both today and in the future:
• 401(k) withcompany match and Employee stock purchase plan
• Paid time forvacation, volunteering, and 28-day sabbatical after every 5 yearsof service for eligible positions
• Paid parental leave and familybuilding benefits
• Tuition reimbursement
• Health, dental, andvision insurance