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Vp sales • roseville ca
VP, Financial Consultant - Roseville, CA
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Your Opportunity
I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
At Schwab,you’reempowered 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’llalso 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 beprocuredwith the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time,you’llgrowyourpractice 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 licenserequired
- Obtaining oracquiringFINRASeries 66 (63 / 65) license and Life & Health Insuranceas it will berequiredduring your tenure on the job.
Preferred Qualifications :
Why work for us?
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 to our full-time employees that takes care of the whole you – both today and in the future :