Charles Schwab
Mission Viejo, California
VP, Financial Consultant- Mission Viejo, CA
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Apply to VP, Financial Consultant- Mission Viejo, CA at Charles SchwabJob details
- Location
- Mission Viejo, California
- Work type
- Onsite
- Compensation
- $70,000 - $120,000/yr
- Posted
- Aug 7, 2026
- Apply on
- career-schwab.icims.com
About this role
Active FINRA Series 7 required; Series 66 or Series 63/65 and Life & Health Insurance credentials required during employment. CFP certification preferred. Requires client development, relationship building, financial planning, and investment management skills.
What you'll do at Charles Schwab:
- engaging clients
- building relationships
- managing wealth
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