Vice President, Financial Consultant

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow.

* Upon hire, Financial Consultants are assigned an existing practice of high net worth Schwab clients (book of business). * Practice client minimum is $250,000 or more of investable assets with Schwab. * The actual size of each practice may vary based upon geography and the Financial Consultant’s experience. Our Financial Consultants work in a Schwab Branch, providing investment guidance and advice to clients primarily through face to face meetings. * Our Financial Consultants’ primary goal is to deepen relationships with existing clients through financial planning, holistic approach of current and long term investment objectives, as well as positioning the appropriate solutions and strategies through Schwab’s broad product offering. * Additionally, Financial Consultants work to grow their practice through client referrals, marketing events, asset consolidation and proactive calling to prospects.

**Required minimum skills and qualifications are:** * Minimum of four years successful financial services experience working with retail clients, with proven success in providing advice and consultation, managing, developing and expanding client relationships * Strong industry and market knowledge * Excellent consultative, interpersonal and communication skills * Basic computer skills **Education, Licenses, and Designations** * Bachelor’s degree required * A valid and active Series 7 license is required * A valid and active Series 66 (63/65) license is required (may be obtained within a 90 day condition of employment) * A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) * Certified Financial Planner (CFP) certification is preferred * 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.