VP, Financial Consultant - Atlanta, GA (Cobb County)

Your opportunity

I

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 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

  l

  everage

  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.