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VP, Financial Consultant - New York, NY (Midtown)
VP, Financial Consultant - New York, NY (Midtown)Charles Schwab • NEW YORK, NY, US
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VP, Financial Consultant - New York, NY (Midtown)

VP, Financial Consultant - New York, NY (Midtown)

Charles Schwab • NEW YORK, NY, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Position Type : Regular

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.

Investment Professionals' Compensation | Charles Schwab

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   l everage   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.

    • What’s in it for you

    At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

    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
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    Financial Consultant • NEW YORK, NY, US

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