This job is expired.
VP, Financial Consultant - Menlo Park, CA
MENLO PARK, CA
May 11, 2025
$65,000 - $100,000 a year
Full-time
Full Job Description
Position Type: Regular

Your opportunity


In 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 tohelping clients own their financial futures. In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You'll alsohavethe ability totake 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, 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 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 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, 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.

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
PDN-9ee1d117-9ff9-4414-bea0-657a85273929
Job Information
Job Category:
Retail
Spotlight Employer
Related jobs
Management Analyst
Faith Home Healthcare
Require Management Analyst to formulate business strategic plans, resource allocation plans and budgets. Program planning, development, administration and evaluation. Consults, plans and works with th...
May 23, 2025
Fairfield, NJ
Executive Houekeeper
Snowmass Club
Executive Housekeeper Job Details Job Location Snowmass Club - Snowmass Village, CO Position Type Full Time Salary Range $90000.00 - $110000.00 Salary/year Description Executive Housekeeper Location:...
May 23, 2025
Snowmass Village, CO
Multimedia Account Manager
Post Independent
Were Hiring: Advertising Account Executive Are you a natural relationship builder who loves helping businesses grow? Do you thrive in a team environmentbut also shine when working independently? The G...
May 23, 2025
Glenwood Springs, CO
©2025 TalentAlly.
Powered by TalentAlly.
Apply for this job
VP, Financial Consultant - Menlo Park, CA
Charles Schwab
MENLO PARK, CA
May 11, 2025
$65,000 - $100,000 a year
Full-time
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy and consent to receive emails from us about job opportunities, career resources, and other relevant updates. You can unsubscribe at any time.
Continue to Apply

Charles Schwab would like you to finish the application on their website.

Supercharge Your Resume with AI

Boost your resume with AI-driven enhancements. The tool analyzes and refines your content, highlighting your strengths and tailoring it for maximum impact. Get personalized suggestions and apply improvements instantly to stand out in the job market.