VP, Financial Consultant - San Francisco, CA

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles 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 commitment to helping clients own their financial futures. In this role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and shared goals. You’ll also have the opportunity to shape your professional journey within our supportive, nurturing culture and diverse career paths.

As a Financial Consultant at Schwab, you will work with existing Schwab clients, providing wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and earning client referrals. If you hold your securities license, enjoy teamwork, and are passionate about serving clients, this role is suitable 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 required during your tenure

Preferred Qualifications :

What’s in it for you

At Schwab, we’re committed to supporting your personal and professional success. Our purpose-driven culture and focus on your development provide the tools to make a positive impact in the finance industry.

We offer a competitive benefits package including :

#J-18808-Ljbffr