VP, Financial Consultant - Redmond, WA WA
Company: Charles Schwab
Location: Lynnwood
Posted on: April 23, 2024
|
|
Job Description:
Position Type: RegularYour 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 beprocured 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 acquiringFINRA 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.
Investment Professionals' Compensation - Charles Schwab
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
In addition to the salary range, this role is also eligible for
bonus or incentive opportunities.
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
Keywords: Charles Schwab, Redmond , VP, Financial Consultant - Redmond, WA WA, Accounting, Auditing , Lynnwood, Washington
Click
here to apply!
|