2 дня назад
VP, Financial Consultant - Columbia, MD
75 000 - 95 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
VP, Financial Consultant - Columbia, MD (Wealth Management): Providing existing Schwab clients with wealth management and financial planning advice while growing a client practice through asset consolidation, networking, and referrals, with an accent on investment, retirement, insurance, banking, lending, and estate planning. Focus on building trusted client relationships, applying market knowledge and specialist resources, and helping clients pursue long-term financial goals.
Location: Columbia, MD, United States
Salary: $75,000–$95,000 per year, plus bonus or incentive opportunities
Company
provides financial services focused on helping clients manage investments and pursue their financial futures.
What you will do
- Provide existing clients with wealth management and financial planning advice.
- Develop client relationships through asset consolidation, networking, and referrals.
- Support retirement, education, investment, banking and lending, insurance, risk, and estate planning.
- Discuss market conditions, sound investing principles, and long-term investment strategies with clients.
- Leverage Schwab specialists, advice guidelines, and market knowledge to help clients progress toward their goals.
- Adapt advice and client strategies as market and business conditions evolve.
Requirements
- Valid and active FINRA Series 7 license required.
- Must obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
- Ability to build strong relationships, establish trust, and exceed client expectations.
- Knowledge of markets and the ability to communicate investment principles and strategies.
- Residential loan mortgage originators must register with the NMLS registry and complete the required SAFE Act background check.
Culture & Benefits
- Supportive culture focused on trust, collaboration, continuous learning, and professional development.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, and vision insurance.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.
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