VP, Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on187;189, Sherman Street, North Cambridge, Cambridge, Middlesex County, Massachusetts, 02140, United States
About Schwab
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. We foster a supportive, nurturing culture with a diverse set of career opportunities, allowing you to take charge of your own professional journey.
Work location
Work model: On-site
187;189, Sherman Street, North Cambridge, Cambridge, Middlesex County, Massachusetts, 02140, United States
Cambridge, Massachusetts
Key Responsibilities
- check_circleProvide wealth management and financial planning advice to existing Schwab clients
- check_circleGrow client practice through asset consolidation, networking, and earning referrals
- check_circleAdapt and implement strategies as market and business conditions evolve
- check_circleEngage clients in discussions about market conditions and sound investing principles
- check_circleLeverage team specialists and market knowledge to help clients achieve their financial goals
- check_circleManage client wealth across retirement, education, investment, banking, insurance, and estate planning
Requirements
- verifiedValid and active FINRA Series 7 license
- verifiedObtaining FINRA Series 66 (63/65) license
- verifiedObtaining Life & Health Insurance license
Nice to Have
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 addition to furthering your own professional development in Wealth Management.
Benefits & Perks
check_circle401(k) with company match and Employee stock purchase plancheck_circlePaid time for vacation, volunteering, and a 4-week sabbatical after 5 years of servicecheck_circlePaid parental leave and family building benefitscheck_circleTuition reimbursementHealth, dental, and vision insurance
