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VP, Financial Consultant- San Mateo, CA

Date Posted: Jun 27, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location San Mateo, Baja California, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 25, 2026
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Job Description

Overview

As a VP, Financial Consultant at Charles Schwab in San Mateo, CA, you will provide financial guidance and wealth management advice to existing clients. This role emphasizes the importance of building strong, long-lasting client relationships while empowering you to shape your professional journey in a supportive and innovative environment.

Key responsibilities

  • Provide wealth management and financial planning advice to Schwab clients
  • Grow client practice through relationship building, networking, and referrals
  • Engage clients in discussions about market conditions and investment strategies
  • Collaborate with Schwab specialists and leverage market knowledge
  • Adapt to changing market and business conditions

Required skills

  • Active FINRA Series 7 license
  • FINRA Series 66 (63/65) license and Life & Health Insurance (to be obtained)
  • Strong relationship-building skills
  • Client communication strategy expertise
  • Knowledge of retirement, education, and investment planning

What the company offers

  • Flexible work options
  • Competitive benefits package including 401(k) with company match
  • Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Skills Required

Company Overview

Charles Schwab
Destin, Florida, United States of America
57 Current Jobs Openings

Charles Schwab is a financial services company that provides brokerage, banking, and investment advisory services. It is known for its innovative approach in the financial industry and its commitment to client success and financial wellness. Read More

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