VP, Financial Consultant- Leesburg, VA
Company: Charles Schwab
Location: Leesburg
Posted on: May 8, 2024
Job Description:
Position Type: Regular Your 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. - - 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 salary
- 401(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 insurance 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
Keywords: Charles Schwab, Reston , VP, Financial Consultant- Leesburg, VA, Professions , Leesburg, Virginia
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