VP, Financial Consultant- Rancho Bernardo, CA
On-siteSan Diego, California, United States
Job Summary
Manage existing Schwab clients by providing wealth management and financial planning advice while growing your practice through asset consolidation, networking, and earning referrals. Deliver guidance on retirement, education, investment, banking, lending, insurance, and estate planning to help clients achieve their goals. Maintain active FINRA Series 7 and pursue Series 66 (63/65) and Life & Health Insurance licenses. Engage clients in market discussions and long-term investment strategies to build lasting relationships based on trust. Register with the NMLS registry system and submit to required background checks per SAFE Act requirements.
Required Qualifications
- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Desired 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
- 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
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