VP, Financial Consultant - Houston, TX (Galleria)

$65,000 - $95,000/Yr

Charles Schwab - Houston, TX

Full-time - Mid Level

Houston, TX

1,001-5,000 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a VP, Financial Consultant at Charles Schwab, you will play a pivotal role in providing financial guidance to clients while building lasting relationships based on trust and respect. This position empowers you to take charge of your professional journey within a supportive culture, focusing on wealth management and financial planning advice for existing Schwab clients. You will have the opportunity to grow your practice through client asset consolidation, networking, and referrals, all while being part of a team dedicated to transforming the finance industry.

Responsibilities

• Provide financial guidance and wealth management advice to existing Schwab clients.
• Build and maintain strong client relationships based on trust and respect.
• Grow your practice through client asset consolidation and networking.
• Leverage Schwab specialists and advice guidelines to assist clients in achieving their financial goals.
• Engage clients in discussions about market conditions and sound investing principles.
• Adapt to changing market and business conditions to provide relevant advice.

Requirements

• A valid and active FINRA Series 7 license is required.
• Must obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance during tenure.

Nice-to-haves

• Ability to build strong relationships and encourage trust with clients.
• Experience in Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
• Passion for community engagement and sharing investment strategies with clients.
• Desire to provide an outstanding investor experience.

Benefits

• 401(k) matching
• Dental insurance
• Employee stock purchase plan
• Health insurance
• Paid parental leave
• Sabbatical after every 5 years of service
• Tuition reimbursement