VP, Financial Consultant- Pasadena, CA
Company: Charles Schwab Corporation
Location: Pasadena
Posted on: May 16, 2025
Job Description:
Your OpportunityAt 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 tohelping clients own their financial
futures. In this exciting role, you'llgive clients financial
guidance while forming lasting relationshipsbuilt on trust,
respect, and reaching a common goal. You'll alsohavethe ability
totake charge of your own professional journey with oursupportive,
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 teamsetting, and share
our passion for serving clients - this role is for you.Schwab
remains committed to providing increased visibility to career
growth opportunities and job requirements. This posting
announcement is part of increased transparency and while all
qualified applicants will be reviewed and considered, this
organization has a preferred candidate identified for this
role.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 leverage 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, we're committed
to empowering our employees' personal and professional success. Our
flexible work options, 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 benefits
package that takes care of the whole you - both today and in the
future:
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical
after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insuranceInvestment Professionals'
Compensation - Charles SchwabPursuant to SAFE Act requirements, all
employees engaged in residential loan mortgage originations must
register with the NMLS registry system and remain in good standing.
You will be required to register and to submit to the required SAFE
Act background check and registration process
- In addition to the salary range, this role is also eligible for
bonus or incentive opportunities.Schwab remains committed to
providing increased visibility to career growth opportunities and
job requirements. This posting announcement is part of increased
transparency and while all qualified applicants will be reviewed
and considered, this organization has a preferred candidate
identified for this role.
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Keywords: Charles Schwab Corporation, Rancho Cucamonga , VP, Financial Consultant- Pasadena, CA, Executive , Pasadena, California
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