Home
/
Accounting and Finance
/
VP, Financial Consultant - Santa Monica, CA
VP, Financial Consultant - Santa Monica, CA-April 2024
Santa Monica
Apr 2, 2026
ABOUT CHARLES SCHWAB
At Schwab, “Own Your Tomorrow” embodies everything they do.
10,000+ employees
Financial Services, Technology
VIEW COMPANY PROFILE >>
About VP, Financial Consultant - Santa Monica, CA

  Salary: USD $65,000 - $95,000 / Year

  Your Opportunity

  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 PlanningAbility 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, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll 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:

  Base salary401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

  What's in it for you

  At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

  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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Insurance Agency Owner - King County, WA
Business owner. Community leader. Protector of dreams. That's what makes an American Family Insurance Agency Owner. It's a highly rewarding opportunity that allows you to create financial stability w
Senior Cost Analyst
Date Posted: 2023-10-02 Country: Philippines Location: Lot 18 3rd Street, First Philippine Industrial Park, Tanauan City, Batangas, Philippines Position Role Type: Unspecified This candidate will be
Medicare Sales Field Agent - Houston, TX
Become a part of our caring community and help us put health first Are you passionate about the Medicare population, looking for an opportunity to work in sales with the ability to directly impact yo
ROC Intern
Intern Job Description (Costa Rica D&A teams) Responsibilities: Moody's Investors Service is among the world's most respected and widely utilized sources for credit ratings and research. Our opin
PGIM Private Capital - Investment Analyst, Structured Credit
Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE Our Vision At PGIM, we care about our employees, and we are committed to seeing them succe
Director, Risk Management (Card)
West Creek 1 (12071), United States of America, Richmond, Virginia Director, Risk Management (Card) As a Director in Capital One's Card Risk Department you will apply your leadership and analytical s
Security Sales Specialist, Google Cloud
Minimum qualifications: Experience in a sales role in the enterprise software or cloud space. Experience with customers and partners in the enterprise cybersecurity field. Experience in product and s
Director, Internal Audit Quality Assurance Improvement Program (QAIP)
Company Description Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities a
Principal Coordinator - Process Management, Community Finance
Center 1 (19052), United States of America, McLean, Virginia Principal Coordinator - Process Management, Community Finance Process Management at Capital One is core to organizational success as it dr
Project Specialist
Mission Statement: You will be part of a Project Management team and your task is to contribute to the Project Management, MIS, Project Reviews, Data Analysis, Process improvements, etc. Major Roles
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved