๐Ÿ’ผ VP, Financial Consultant- Potomac, MD

Company
Charles Schwab
Location
Adelphi, MD
Date posted
2025-02-04
Job Type
None
Industry
Accounting / Finance
Description
Position Type: RegularYour opportunity At Schwab, youโ€™re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us โ€œchallenge the status quoโ€ and transform the finance industry together. Schwabโ€™s branch team is at the heart of our firmโ€™s commitment to helping clients own their financial futures. In this exciting role, youโ€™ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management