Vp, Financial Consultant - Santa Monica, Ca

Detalles de la oferta

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.

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.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Investment Professionals' Compensation | Charles Schwab (https://www.schwab.com/legal/compensation-advice/investment-professionals-compensation)

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 benefits package 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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at ****** or call 800-275-1281.


Salario Nominal: A convenir

Requisitos

Head Of Finance Competence Center North America

Head of Finance Competence Center North America Location:The Woodlands (Houston), USA The deugro group is an umbrella organization for various companies, al...


Desde Deugro Group - Bayamón

Publicado 25 days ago

Finance Internship (The Woodlands, Texas)

Job Description: Finance Internship (The Woodlands, Texas) Huntsman is now searching for a Finance Intern located at our corporate headquarters in The Wood...


Desde Huntsman Corporation - Bayamón

Publicado 25 days ago

Gestor Cobro Externo - Bayamon

GESTOR DE COBROS - BAYAMON Descripción Realiza gestiones de cobro a clientes con cuentas en delincuencia o en posible pérdida. Pone en práctica técnicas de ...


Desde Human Advisors, Llc - Bayamón

Publicado a month ago

Bus Monitor, Substitute

Description SUMMARY OF PRIMARY FUNCTION: The Bus Monitor is responsible for assisting other transportation staff in the overall safety, care, and developmen...


Desde Tri-Valley Opportunity Council - Bayamón

Publicado 24 days ago

Built at: 2024-11-06T10:19:40.848Z