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ADAPTED_NOW

Vice President Finance

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 . 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 .

KBSkills

ACTIVE

Position Type: Regular<h2>Your opportunity</h2> 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 beprocured 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. <h2>What you have</h2> Required Qualifications:  <ul style="margin:0px;padding:0px;font-family:'verdana'"><li style="margin:0px 0px 0px 24px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif">A valid and active FINRA Series 7 license required   </li><li style="margin:0px 0px 0px 24px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif">Obtaining or acquiringFINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.   </li></ul>  Preferred Qualifications:  <ul style="margin:0px;padding:0px;font-family:'verdana'"><li style="margin:0px 0px 0px 24px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif">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.   </li></ul><ul style="margin:0px;padding:0px;font-family:'verdana'"><li style="margin:0px 0px 0px 24px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif">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.   </li><li style="margin:0px 0px 0px 24px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif">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 </li><li style="margin:0px 0px 0px 24px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif">Ability to adapt and implement change as the market and business conditions evolve   </li><li style="margin:0px 0px 0px 24px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif">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  </li><li style="margin:0px 0px 0px 24px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif">Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.   </li></ul> What’s in it for you:  We offer a competitive benefits package that takes care of the whole you – both today and in the future:   <ul style="margin:0px;padding:0px;font-family:'verdana'"><li style="margin:0px 0px 0px 72px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif"> Base salary </li><li style="margin:0px 0px 0px 72px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif"> 401(k) with company match and Employee stock purchase plan   </li><li style="margin:0px 0px 0px 72px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif"> Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service   </li><li style="margin:0px 0px 0px 72px;padding:0px;font-size:9pt;font-family:'verdana' , 'verdana_msfontservice' , sans-serif"> Paid parental leave and family building benefits   </li></ul><a href="https://www.schwab.com/legal/compensation-advice/investment-professionals-compensation" rel="noopener nofollow noreferrer" target="_blank">Investment Professionals' Compensation | Charles Schwab</a>In addition to the salary range, this role is also eligible for bonus or incentive opportunities. <div><h2>What’s in it for you </h2>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 <a href="/summary-of-benefits" rel="nofollow">benefits package</a> that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

Charles Schwab

VP, Financial Consultant- Asheville, NC

Bank Management

Customer Relations

Dental Insurance

Estate Planning

Finance

Financial Planning

Futures

Health Insurance

Insurance

Investment Management

Investment Strategy

Life Insurance

Loans

Problem Solving Skills

Retirement Planning

Risk Management

Securities

Series 66

Series 7

Stock Purchase Plans

Team Player

Vision Plan

Wealth Management

TMP PX

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