Job Description

VP, Financial Consultant - Sunnyvale, CA

Join to apply for the VP, Financial Consultant - Sunnyvale, CA role at TieTalent

VP, Financial Consultant - Sunnyvale, CA

12 hours ago Be among the first 25 applicants

Join to apply for the VP, Financial Consultant - Sunnyvale, CA role at TieTalent

Get AI-powered advice on this job and more exclusive features.

Your opportunity

About

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, youre 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.

Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll also havethe ability to take charge of your own professional journey with oursupportive, 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, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, 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 l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients 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.
• Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

Whats In It For You

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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:

• 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
• Sunnyvale, California, United States

Languages

• English

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Technology, Information and Internet

Referrals increase your chances of interviewing at TieTalent by 2x

Get notified about new Vice President Finance jobs in Sunnyvale, CA .

Vice President, Finance Operations and Accounting

San Mateo, CA $284,835.00-$335,100.00 18 hours ago

San Francisco Bay Area $225,000.00-$265,000.00 2 weeks ago

San Jose, CA $240,000.00-$260,000.00 3 months ago

Santa Clara, CA $440,000.00-$632,500.00 6 days ago

San Jose, CA $340,000.00-$380,000.00 1 week ago

Palo Alto, CA $279,990.00-$311,100.00 1 month ago

VP, Financial Consultant - Sunnyvale, CA

VP, Financial Consultant - Sunnyvale, CA

VP, Financial Consultant - Sunnyvale, CA

VP, Financial Consultant - Sunnyvale, CA

VP, Financial Consultant - Sunnyvale, CA

VP, Financial Consultant - Sunnyvale, CA

San Jose, CA $240,000.00-$270,000.00 3 days ago

VP, Financial Consultant - Sunnyvale, CA

VP, Financial Consultant - Sunnyvale, CA

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Job Tags

Full time,

Similar Jobs