VP, Financial Consultant - Campbell, CA (Hiring ...
Charles Schwab - CAMPBELL, CA
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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 haveRequired 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:
Created: 2025-06-29