Overview
VP; Financial Consultant - Anchorage, AK role at Charles Schwab. This position involves providing wealth management and financial planning advice to Schwab clients, growing your practice through client relationships, asset consolidation, networking, and referrals. You will work within a supportive, collaborative culture to help clients achieve their financial goals.
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 earn client trust, and deepen client relationships by applying a focused client communication strategyAbility to leverage Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward goalsOpenness to manage wealth on behalf of clients including Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate PlanningAbility to adapt and implement change as market and business conditions evolvePassion for community engagement to discuss market conditions, sound investing principles, and long-term strategies for clientsDesire to provide an outstanding investor experience and to pursue professional development in Wealth ManagementNotes
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry and complete the required background checkThis role is eligible for bonus or incentive opportunities in addition to the salary rangeWhat's in it for you
At Schwab, you're empowered to shape your future. We support your growth through meaningful work, continuous learning, and a culture of trust and collaboration to build lasting impact.
Benefits include a comprehensive package that supports today and the future :
401(k) with company match and Employee Stock Purchase PlanPaid vacation, volunteering time, and 28-day sabbatical after every 5 years for eligible positionsPaid parental leave and family-building benefitsTuition reimbursementHealth, dental, and vision insuranceSeniority level
Entry levelEmployment type
Full-timeJob function
Finance and SalesAnchorage, AK
Salary range : $130,602.00 - $163,252.00
Posting observed about 1 week ago
J-18808-Ljbffr
