The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. ("Schwab"), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (Member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Charles Schwab Corporation VP, Financial Consultant - Washington, DC Job ID: 20190514-2961 Job Category: Financial Consultant Relevant Work Experience: Financial Services-2-5 yrs, Business Development and Sales-2-5 yrs Current Licenses / Certifications: Life Insurance, FINRA Series 66, FINRA Series 7 Position Located In: DC - Washington Education: BA/BS Job Type: Full Time Description: Washington - DC, BRDCDC, 1845 K Street, NW, 20006-1209 Lindsay Erica Peterson 20190514-2961 We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed. YOUR AMBITION CAN TAKE YOU TO A BETTER PLACE. As a Schwab Financial Consultant, you'll need an entrepreneurial spirit and a passion for building a growing practice focused on client needs. If you are looking to build relationships with your clients by listening to their goals and providing objective advice and solutions that are clear, relevant, and actionable, you may be ready for a career worth owning. Schwab Financial Consultants * Are launched with a practice of existing Schwab clients that they build upon with the full backing, support, and extensive resources of Schwab. * Are compensated for the solutions and value they deliver to clients. * Partner with specialists across the company who help them achieve their personal and professional goals, which are always set high and client-focused. WHAT YOU'LL DO: 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. WHAT YOU HAVE: * A desire to change the way you look at your career * An entrepreneurial spirit and drive * A compass that points toward doing right by clients at every opportunity * A minimum of four years' financial services experience working with retail clients, with proven success in providing advice and consultation, and in managing, developing, and expanding client relationships * Strong industry and market knowledge * Excellent consultative, interpersonal, and communication skills WHAT YOU'LL GET: * Comprehensive Compensation and Benefits package. * Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts. * Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program,Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program. * Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions. * Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships. * Not just a job, but a career, with an opportunity to do the best work of your life. Learn more about Life@Schwab. EDUCATION, LICENSES, AND DESIGNATIONS: * Bachelor's degree required * A valid and active Series 7 license is required * A 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 PLANNER (CFP(R)) certification is preferred Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. COMPENSATION: Schwab Financial Consultants receive a total compensation package, which includes a competitive base salary, incentives, and a bonus structure derived from each individual Financial Consultant's performance and production. Click here to meet our people. Brokerage Products: Not FDIC-Insured * No Bank Guarantee * May Lose Value Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.) Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. If you need an accommodation in the application process, please email accommodations@schwab.com or call HR Direct at 800-725-3535. The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. ("Schwab"), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (Member FDIC and an Equal Housing Lender), provides deposit and lending services and products. For additional information and disclosure, please visit: -media-at-schwab. (C) 2016 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (1116-3592) Job Specifications Relocation Offered?: No Work Schedule: Days Languages: English - spoken Current Licenses / Certifications: Life Insurance, FINRA Series 66, FINRA Series 7 Relevant Work Experience: Financial Services-2-5 yrs, Business Development and Sales-2-5 yrs Position Located In: DC - Washington Education: BA/BS Job Type: Full Time Category:Financial Consultant Activation Date: Monday, May 20, 2019 Expiration Date: Thursday, June 20, 2019 Apply Here * A desire to change the way you look at your career * An entrepreneurial spirit and drive * A compass that points toward doing right by clients at every opportunity * A minimum of four years' financial services experience working with retail clients, with proven success in providing advice and consultation, and in managing, developing, and expanding client relationships * Strong industry and market knowledge * Excellent consultative, interpersonal, and communication skills, * Bachelor's degree required * A valid and active Series 7 license is required * A 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 PLANNER (CFP(R)) certification is preferred Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. * Comprehensive Compensation and Benefits package. * Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts. * Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program,Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program. * Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions. * Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships. * Not just a job, but a career, with an opportunity to do the best work of your life. Learn more about Life@Schwab., Schwab Financial Consultants receive a total compensation package, which includes a competitive base salary, incentives, and a bonus structure derived from each individual Financial Consultant's performance and production. Washington - DC, BRDCDC, 1845 K Street, NW, 20006-1209 Lindsay Erica Peterson 20190514-2961, If you need an accommodation in the application process, please email accommodations@schwab.com or call HR Direct at 800-725-3535., For additional information and disclosure, please visit: -media-at-schwab. (C) 2016 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (1116-3592) Job Specifications