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Vice President, Financial Advisor
Vice President, Financial AdvisorCharles Schwab • West Palm Beach, FL, United States
Vice President, Financial Advisor

Vice President, Financial Advisor

Charles Schwab • West Palm Beach, FL, United States
17 hours ago
Job type
  • Full-time
Job description

Position Type : Regular

Your Opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 provide clients with financial guidance while building lasting relationships grounded in trust, respect, and shared goals. You will have the opportunity to take charge of your professional journey within our supportive and nurturing culture.

As a Financial Consultant at Schwab, you will manage an existing client practice, offering wealth management and financial planning advice. Over time, you'll expand your practice by consolidating client assets, networking, and gaining client referrals. If you hold a securities license, enjoy teamwork, and share our passion for client service, this role is perfect for you.

What You Have

Required Qualifications :

  • A valid and active FINRA Series 7 license is required.
  • Ability to obtain or acquire the FINRA Series 66 (63 / 65) license and Life & Health Insurance during your tenure.

Preferred Qualifications :

  • Strong relationship-building skills and the ability to encourage trust and deepen client relationships using effective communication strategies.
  • Experience leveraging Schwab specialists, advice guidelines, market knowledge, and motivational skills to help clients progress toward their goals.
  • Comfort in managing wealth across various domains, including Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
  • Flexibility to adapt and implement changes as market and business conditions evolve.
  • A passion for community engagement and helping clients understand market conditions, sound investment principles, and ideal wealth strategies tailored to their situations.
  • A commitment to providing an outstanding investor experience while pursuing your 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, enabling you to build skills that 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 off for vacation, volunteering, and an innovative 28-day sabbatical after five years of eligible service.
  • Paid parental leave and support for family building.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.
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    Vice President • West Palm Beach, FL, United States

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