VP, Financial Consultant- Fremont, CA
Company: Charles Schwab
Location: Fremont
Posted on: October 4, 2024
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Job Description:
Your opportunity
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 industry
together. --- -Schwab's branch team is at the heart of our firm's
commitment to---helping clients own their financial futures. In
this exciting role, you'll---give clients financial guidance while
forming lasting relationships---built on trust, respect, and
reaching a common goal. You'll also---have---the ability to---take
charge of your own professional journey with our---supportive,
nurturing culture and diverse set of career opportunities.--- - -As
a Financial Consultant at Schwab, you will be procured with the
practice of existing Schwab clients, providing them with wealth
management and financial planning advice. Over time, you'll grow
your practice holistically through client asset consolidation,
networking, and earning client referrals. If you currently have
your securities license, enjoy working in a team---setting, and
share our passion for serving clients - this role is for you. -What
you have
Required Qualifications: - -
A valid and active FINRA Series 7 license required------ -
Obtaining or acquiring FINRA Series 66 (63/65) license and Life &
Health Insurance as it will be required during your tenure on the
job.------ -
- -Preferred Qualifications: - -
Ability to build strong relationships, engage and encourage trust,
and deepen the client relationship by applying a focused client
communication strategy, and exceeding client expectations.------
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Strong candidates will also learn to leverage our team of Schwab
specialists, Schwab advice guidelines, your knowledge of the
markets, and your ability to inspire action to help 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, and
Estate Planning -
Ability to adapt and implement change as the market and business
conditions evolve------ -
Passion for community engagement to share and engage clients in
discussion about market conditions, sound investing principles, and
the ideal wealth and long-term investment strategies for their
personal situation - -
Desire to provide an outstanding investor experience in additional
to furthering your own professional development in Wealth
Management.------ -
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Pursuant to SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the NMLS
registry system and remain in good standing. You will be required
to register and to submit to the required SAFE Act background check
and registration process -
What's in it for you
At Schwab, we're committed to empowering our employees' personal
and professional success. Our purpose-driven, supportive culture,
and focus on your development means you'll get the tools you need
to make a positive difference in the finance industry.
We offer a competitive that takes care of the whole you - both
today and in the future:
Keywords: Charles Schwab, Union City , VP, Financial Consultant- Fremont, CA, Accounting, Auditing , Fremont, California
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