(Urgent Search) VP, Financial Consultant – Long Island, NY Position Available In Queens, New York
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Job Description
Job Description:
Position Type:
Regular Your opportunity In addition to thesalary range, this role is also eligible for bonus or incentiveopportunities. Investment Professionals’ Compensation | CharlesSchwab At Schwab, you’re empowered to make an impact on yourcareer. Here, innovative thought meets creative problem solving,helping us “challenge the status quo” and transform the financeindustry together. Schwab’s branch team is at the heart of ourfirm’s commitment to helping clients own their financial futures.
In this exciting role, you’ll give clients financial guidance whileforming lasting relationships built on trust, respect, and reachinga common 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 be procured 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.
Pursuant to SAFE Act requirements, all employeesengaged in residential loan mortgage originations must registerwith the NMLS registry system and remain in good standing. You willbe required to register and to submit to the required SAFE Actbackground check and registration process What’s in it for you AtSchwab, we’re committed to empowering our employees’ personal andprofessional success. Our purpose-driven, supportive culture, andfocus on your development means you’ll get the tools you need tomake a positive difference in the finance industry. We offer acompetitive benefits package that takes care of the whole you
- both today and in the future:
- 401(k) with company match andEmployee stock purchase plan
- Paid time for vacation,volunteering, and 28-day sabbatical after every 5 years of servicefor eligible positions
- Paid parental leave and family buildingbenefits
- Tuition reimbursement
- Health, dental, and visioninsurance