Charles Schwab
Brea, California
VP, Financial Consultant- Brea, CA
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Apply to VP, Financial Consultant- Brea, CA at Charles SchwabJob details
- Location
- Brea, California
- Work type
- Onsite
- Compensation
- $75,000 - $120,000/yr
- Posted
- 2 weeks ago
- Apply on
- career-schwab.icims.com
About this role
Valid FINRA Series 7 required; must obtain Series 66 or Series 63/65 and Life & Health Insurance licenses. CFP certification is preferred. Requires client relationship, sales, financial planning, and investment strategy skills.
What you'll do at Charles Schwab:
- engaging clients
- building relationships
- managing wealth
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