What are the responsibilities and job description for the VP, Financial Consultant position at Jobleads-US?
Your Opportunity
In this role, you will have the chance to make a meaningful impact on your career.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. You'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal.
As a Financial Consultant at Schwab, you will be responsible for providing existing clients with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals.
What you have
- A valid and active FINRA Series 7 license is required
- You must also obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
Key Qualities:
- The ability to build strong relationships and communicate effectively with clients
- Strong candidates will also learn to leverage our team of Schwab specialists, market knowledge, and their ability to inspire action to help clients achieve their goals
- An openness to managing wealth on behalf of clients, including retirement planning, education planning, investment management, and more
- The ability to adapt and implement change as the market and business conditions evolve
- A passion for community engagement and sharing knowledge with clients about market conditions, investing principles, and long-term strategies
- A desire to provide an outstanding investor experience and further your professional development in Wealth Management
