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VP, Financial Consultant - Leesburg
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Full-time
- Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures.
- As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice.
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
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