Charles Schwab
Menlo Park, California
VP, Financial Consultant - Menlo Park, CA
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Apply to VP, Financial Consultant - Menlo Park, CA at Charles SchwabJob details
- Location
- Menlo Park, California
- Work type
- Onsite
- Compensation
- $75,000 - $120,000/yr
- Posted
- Jun 12, 2026
- Apply on
- career-schwab.icims.com
About this role
Active FINRA Series 7 required; Series 66/63/65 and Life & Health insurance must be obtained during tenure. Strong relationship-building, client communication, and wealth-management skills; NMLS registration required for mortgage originations.
What you'll do at Charles Schwab:
- providing advice
- building relationships
- growing practice
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