VP, Financial Consultant - Seattle, WA
Company: Charles Schwab
Location: Seattle
Posted on: October 18, 2024
Job Description:
Your opportunityAt 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
working with 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
haveRequired 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.
- 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
addition to furthering your own professional development in Wealth
Management.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 submit to the required SAFE Act background
check and registration process.What's in it for youAt 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:
- 401(k) with company match and Employee stock purchase
plan.
- Paid time for vacation, volunteering, and 28-day sabbatical
after every 5 years of service for eligible positions.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
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Keywords: Charles Schwab, Everett , VP, Financial Consultant - Seattle, WA, Executive , Seattle, Washington
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