VP, Financial Consultant
Not Disclosed•Full-TimeOn-site
location_onWaterman Building, 85, South Prospect Street, Burlington, Chittenden County, Vermont, 05401, 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. 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.
About the Role
As a Financial Consultant at Schwab, you will be entrusted 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.
This role is designed for those who enjoy working in a team setting and share a passion for serving clients. You will leverage our team of Schwab specialists, advice guidelines, and your knowledge of the markets to inspire action and help clients progress toward achieving their goals. Whether managing retirement planning, education planning, investment management, banking, insurance, or estate planning, you will adapt to evolving market and business conditions while engaging clients in discussions about sound investing principles.
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, including a 4-week sabbatical after 5 years of service, paid parental leave, and tuition reimbursement.
Work location
Work model: On-site
Waterman Building, 85, South Prospect Street, Burlington, Chittenden County, Vermont, 05401, United States
Burlington, Vermont
Key Responsibilities
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Frequently asked questions about VP, Financial Consultant at BuzzFile
What does a VP, Financial Consultant at BuzzFile do?expand_more
Day-to-day, the VP, Financial Consultant at BuzzFile will provide wealth management and financial planning advice to existing schwab clients; grow client practice through asset consolidation, networking, and earning referrals; adapt and implement strategies as market and business conditions evolve; and engage clients in discussions about market conditions and sound investing principles.
What are the requirements for this VP, Financial Consultant role?expand_more
To qualify for the VP, Financial Consultant at BuzzFile position, applicants should have: Valid and active FINRA Series 7 license; Obtaining FINRA Series 66 (63/65) license; and Obtaining Life & Health Insurance license.
Where is the VP, Financial Consultant role at BuzzFile located?expand_more
VP, Financial Consultant at BuzzFile is based in Waterman Building, 85, South Prospect Street, Burlington, Chittenden County, Vermont, 05401, United States. This is a on-site role.
Is this VP, Financial Consultant job remote, hybrid, or on-site?expand_more
BuzzFile has listed this VP, Financial Consultant role as on-site.