VP, Financial Consultant - Seattle, WA
On-siteSeattle, Washington, United States
Seattle, Washington, United StatesOn-siteFull TimeSenior LevelEnterprise
Full TimeSenior LevelEnterprise
Job Summary
Conduct wealth management and financial planning advice for existing Schwab clients while growing your practice through asset consolidation, networking, and referrals. Manage client assets across retirement planning, investment management, banking, insurance, and estate planning using Schwab specialists and market knowledge. Obtain FINRA Series 7, 66, and Life & Health Insurance licenses to serve clients with sound investing principles and long-term strategies. Work on-site in Seattle, WA, with a salary range plus bonus opportunities.
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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