VP, Financial Consultant (m/f)

Charles Schwab
Annapolis, MD
Mar 14, 2018
Mar 15, 2018
Full Time
The company operates within the financial industry.A' The Financial Consultant position is part of our Branch Network, which is responsible for providing wealth management and financial planning advice to individuals and families. Managing wealth on behalf of our clients may include: retirement planning, education planning, investment management, and estate planning, as well as partnering with specialists to offer banking, insurance, and lending solutions. In this capacity, the Financial Consultant is responsible for providing an exceptional investor experience for clients with more than $250,000 in assets. Financial Consultants also focus on developing referrals as well as increasing net asset flow and offering advised solutions.A' BachelorA cents € (TM) s degree requiredA valid and active Series 7 license is requiredA valid and active Series 66 (63/65) license is required (may be obtained within a 90-day condition of employment)A valid and active Life and Health Insurance license is required (may be obtained within a 120-day condition of employment)CERTIFIED FINANCIAL PLANNERA cents " cents (CFPA' (R)) certification is preferred

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