VP, Financial Consultant- San Jose, CA at Charles Schwab in US-CA-Milpitas

Job description

• Schwab’s branch team is at the heart of our commitment to helping clients own their financial
• futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to
• holistic financial guidance including investing, retirement readiness, and education goals—serving
• as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
• Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
• Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management
• 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 clients’ 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

Requirements

• • 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.
• • CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we
• encourage your professional development with Tuition Reimbursement and our internal
• CFP Cohort Program)
• • Business Development
• Proactively engage in warm outreach to existing and prospective clients, maintaining
• consistent sales activity to grow the book of business and strengthen client relationships.
• Passion for community engagement to share and engage clients in discussion about market
• conditions, sound investing principles, and ideal wealth and long-term investment
• strategies for their personal situation.
• Desire to provide outstanding investor experience in addition to furthering your own
• professional development in Wealth Management
• • Relationship Building
• 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 clients’ 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
• Options
• Apply for this job Apply
• Share
• Refer a friend Refer
• Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
• Share on your newsfeed

Skills

Required

• Valid and active FINRA Series 7 license
• Business development
• Relationship building
• Investment strategies
• Financial planning
• Communication skills
• Client engagement
• Sales activity

Preferred

• CFP® Certification

Benefits

• 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—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
• 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