VP, Financial Consultant - Cupertino, CA - Schwab Stock Plan Services : Job Details

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Cupertino, CA

Requisition ID: 2025-106969

Category: Retail Branch

Position type: Regular

Pay range: USD $75,000.00 - $85,000.00 / Year

Application deadline: 2025-05-31

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll provide clients with financial guidance and build lasting relationships based on trust and mutual goals. You'll also have the opportunity to take charge of your professional journey within our supportive and diverse culture.

As a Financial Consultant at Schwab, you will work with existing clients, offering wealth management and financial planning advice. You will grow your practice through client asset consolidation, networking, and referrals. This role is ideal for those with securities licenses, a passion for client service, and a team-oriented mindset.

• A valid and active FINRA Series 7 license
• In the process of obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure

• Strong relationship-building skills and ability to communicate effectively with clients
• Knowledge of markets, advice guidelines, and ability to inspire clients
• Openness to managing various aspects of wealth including retirement, education, investment, banking, insurance, and estate planning
• Adaptability to changing market and business conditions
• Passion for community engagement and client education
• Desire to enhance client experience and grow professionally in Wealth Management

Schwab offers a comprehensive benefits package including 401(k), paid time off, parental leave, tuition reimbursement, and health insurance. We foster a purpose-driven, supportive environment focused on your growth and success.

Senior level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

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