VP, Financial Consultant- Virginia Beach, VA
Company: Charles Schwab
Location: Virginia Beach
Posted on: May 2, 2025
Job Description:
Position Type: RegularYour 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 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. - - -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 salary401(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 insurancePursuant 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. -
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 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
Keywords: Charles Schwab, Virginia Beach , VP, Financial Consultant- Virginia Beach, VA, Executive , Virginia Beach, Virginia
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