VP; Financial Consultant

Job Summary:

As a Financial Consultant at Charles Schwab, you will work with existing clients to provide wealth management and financial planning advice. You will also be responsible for growing your practice through client referrals and networking.

Key Responsibilities:

• Provide financial guidance to clients while forming lasting relationships.
• Help clients achieve their financial goals by leveraging our team of Schwab specialists and your knowledge of the markets.
• Manage wealth on behalf of clients, including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning.
• Engage with clients to share market conditions, sound investing principles, and ideal wealth and long-term investment strategies.

Salary : $80,000 - $150,000