VP, Financial Consultant - Garden City, NYCharles Schwab • Village of Garden City, NY, US
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VP, Financial Consultant - Garden City, NY
Charles Schwab • Village of Garden City, NY, US
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job_description.job_card.job_descriptionBuild strong client relationships with a focused communication strategy Leverage Schwab specialists, advice guidelines, and market knowledge to inspire client action Manage wealth across Retirement, Education, Investment, Banking, Insurance, Risk, and Estate Planning Adapt to market and business changes Engage clients in discussions about market conditions and sound investing principles Provide outstanding investor experience while developing professionally in Wealth Management 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
Overview
VP, Financial Consultant – Garden City, NY
Join Charles Schwab to give clients financial guidance while building lasting relationships built on trust and respect. You'll grow your practice holistically through client asset consolidation, networking, and earning client referrals.
Responsibilities
Provide wealth management and financial planning advice to Schwab clients.
Grow your practice through client asset consolidation, networking, and referrals.
Maintain your FINRA licenses and regulatory compliance.
Required Qualifications
- Active FINRA Series 7 license
- FINRA Series 66 (or 63 / 65) license and Life & Health Insurance license
Preferred Qualifications
Benefits
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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Financial Consultant • Village of Garden City, NY, US