VP, Financial Consultant - Campbell, CA Job at Charles Schwab, Campbell, CA

S3dmTWFhK1JtcEgvMmZCcnE5QXRJajA9
  • Charles Schwab
  • Campbell, CA

Job Description

Job Description

Position Type: Regular
Your opportunity

I n 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 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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

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

Job Tags

Similar Jobs

STOCKS GENERAL CONTRACTORS LLC

Pipelayer for Underground Utility Job at STOCKS GENERAL CONTRACTORS LLC

 ...Position Title: Pipelayer Company Name: Stocks General Contractors LLC Pay Range: $25 - $35+ per hour, based on experience +...  ...bonus Industry: Civil Construction (Commercial, Industrial, Government or Federal) Location: Multiple locations in the DMV area... 

VersaDesk

Licensed General Contractor - 2-Year Project Job at VersaDesk

 ...Location: Los Angeles, CA We are looking for a Licensed General Contractor who takes ownership, solves problems, and delivers results. This role goes beyond typical construction management we need someone who can oversee the full scope of a 17,000-square-foot custom... 

The Brydon Group

Fund Accountant Job at The Brydon Group

 ...and services businesses.Brydon is currently investing out of its Fund III whichclosedin July 2025. ABOUT THE ROLE We are...  ...fund accounting, preferably in private equity, venture capital, or hedge funds, or public accounting experience with exposure to alternative... 

Amergis

Travel CNA - $1000/wk Job at Amergis

 ...The Certified Nursing Assistant (CNA) performs directpatient care under the direct supervision of a RN or LPN/LVN or other licensedmedical professional. The CNA/NA performs a variety of individualized patient careactivities and related non-professional services necessary... 

Layla Transportation and Trading

School Bus Aide Job at Layla Transportation and Trading

 ...Job Description Job Description School Bus Aide Area: Piscataway, NJ Good Pay and Flexible Hours Must be able to drive to work everyday. Aide in Picking up and Dropping off students in school bus. Job Type: Part-time Routes are in Piscataway and Perth...