Charles Schwab & Company, Inc.
VP, Financial Consultant - Wayzata, MN
Wayzata, MN, US · Vp
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About the role
- After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch.
- You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.
- Investment Strategies and Financial Planning: Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and evolving market conditions.
Responsibilities
- Your Opportunity Schwab's branch team is at the heart of our commitment to helping clients own their financial futures.
- Why you're set up for success You'll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice.
- Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
- You'll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
- As you continue to build relationships and grow your book of business, your compensation will increase-rewarding your commitment and tenure in the role with greater earning opportunities over time.
Skills
- Investment Strategies and Financial Planning:
- Development:
- Relationship Building:
Compensation
- Competitive Compensation This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one.
Benefits
- 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.
This listing is sourced directly from Charles Schwab & Company, Inc.'s careers page and normalized into a canonical job model.