Vp, financial consultant - vero beach, fl

Position Type: Regular Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, grow practice holistically through client asset consolidation, networking, and earning client referrals. Series 66 (63/65) license and Life & Health Insurance during your tenure on the job.   by applying a focused client communication strategy, and exceeding client expectations.   our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your progress toward achieving their goals.   Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning investor experience in to furthering your own professional development in Wealth Management.   At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance