VP, Financial Consultant Position Available In Orange, North Carolina

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Company:
Unclassified
Salary:
JobFull-timeOnsite

Job Description

Job Description:

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 industrytogether. Schwab’s branch team is at the heart of our firm’scommitment to helping clients own their financial futures. In thisexciting role, you’ll give clients financial guidance while forminglasting relationships built on trust, respect, and reaching acommon goal. You’ll also have the ability to take charge of yourown professional journey with our supportive, nurturing culture anddiverse set of career opportunities. As a Financial Consultant atSchwab, you will beprocured with the practice of existing Schwabclients, providing them with wealth management and financialplanning advice. Over time, you’ll grow your practice holisticallythrough client asset consolidation, networking, and earning clientreferrals. If you currently have your securities license, enjoyworking in a team setting, and share our passion for servingclients – this role is for you. What you have

RequiredQualifications:
  • A valid and active FINRA Series 7 licenserequired
  • Obtaining or acquiring FINRA Series 66 (63/65) licenseand Life & Health Insurance as it will be required during yourtenure on the job.
Preferred Qualifications:
  • Ability to buildstrong relationships, engage and encourage trust, and deepen theclient relationship by applying a focused client communicationstrategy, and exceeding client expectations.
  • Strong candidateswill also learn to leverage our team of Schwab specialists, Schwabadvice guidelines, your knowledge of the markets, and your abilityto inspire action to help your client’s progress toward achievingtheir goals.
  • Openness to manage wealth on behalf of our clientsincluding: Retirement Planning, Education Planning, InvestmentManagement, Banking & Lending Management, Insurance & RiskManagement, and Estate Planning
  • Ability to adapt and implementchange as the market and business conditions evolve
  • Passion forcommunity engagement to share and engage clients in discussionabout market conditions, sound investing principles, and the idealwealth and long-term investment strategies for their personalsituation
  • Desire to provide an outstanding investor experience inadditional to furthering your own professional development inWealth Management.

What’s in it for you: At Schwab, we’re committedto empowering our employees’ personal and professional success. Ourflexible work options, supportive culture, and focus on yourdevelopment means you’ll get the tools you need to make a positivedifference in the finance industry. We offer a competitive benefitspackage that takes care of the whole you – both today and in thefuture:

  • Base salary
  • 401(k) with company match and Employeestock purchase plan
  • Paid time for vacation, volunteering, and a4-week sabbatical after 5 years of service
  • Paid parental leaveand family building benefits
  • Tuition reimbursement
  • Health,dental, and vision insurance

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