VP - Financial Consultant - Burlington, MA
Company: Charles Schwab
Location: Burlington
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour opportunity 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 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. In addition to the salary range,
this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation - Charles Schwab Pursuant 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 What's in it for you 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 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 --s-p-m1-- By applying, you consent to your
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Keywords: Charles Schwab, Lawrence , VP - Financial Consultant - Burlington, MA, Accounting, Auditing , Burlington, Massachusetts
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