{"id":"u9o3a2o962","title":"VP, Financial Consultant- San Mateo, CA","posted_at":"2026-04-17T00:00:00.000Z","apply_url":"https://career-schwab.icims.com/jobs/119584/vp%2c-financial-consultant--san-mateo%2c-ca/login","locations":["San Mateo, CA"],"employment_type":"full_time","workplace_type":null,"seniority_level":"executive","description_language":"en","source_name":"talentbrew","source_url":"https://www.schwabjobs.com/job/san-mateo/vp-financial-consultant-san-mateo-ca/33727/92352439312","salary":null,"job_summary":"Charles Schwab is a financial services firm dedicated to helping clients achieve their financial goals. This role involves providing wealth management and financial planning advice to existing clients while growing a practice through networking and referrals.","job_description":{"responsibilities":["Provide wealth management and financial planning advice to existing Schwab clients","Grow practice through client asset consolidation, networking, and referrals","Leverage team of specialists and advice guidelines to help clients reach goals","Manage wealth across areas including retirement, education, investment, banking, and estate planning","Register with NMLS and maintain good standing for mortgage originations"],"minimum_qualifications":["Valid and active FINRA Series 7 license","Ability to obtain FINRA Series 66 (63/65) license","Ability to obtain Life & Health Insurance license"],"preferred_qualifications":["Ability to build strong relationships and deepen client trust","Strong communication strategy and client service skills","Ability to adapt and implement change based on market conditions","Passion for community engagement and sharing investment principles"]},"visa_sponsorship":null,"experience_years_min":null,"job_address":null,"job_city":"San Mateo","job_state":"CA","job_country":"US","location_lat":37.5547026,"location_lng":-122.3173755,"keywords":["collaboration","communication","relationships","competitive","engagement","strategy","business","Flexible","LinkedIn","vision","Growth","social","email","Legal","stock","data"],"company":{"name":"Charles Schwab","logo_url":"https://img.logo.dev/schwab.com?token=pk_fWx5G5QrQMm-0Ud8BW3mBg&size=64&format=png","description":"Charles Schwab is a financial services company focused on transforming the industry through client-centered innovation.","website_url":"https://www.schwab.com/","linkedin_url":"https://www.linkedin.com/company/charles-schwab","glassdoor_url":"https://www.glassdoor.com/Overview/Working-at-Charles-Schwab-EI_IE144.11,25.htm","x_url":"https://x.com/charlesschwab","instagram_url":"https://www.instagram.com/charlesschwab/","youtube_url":"https://www.youtube.com/channel/UCToe3dspZyw2L_JY-JmP3Mw","github_url":null,"huggingface_url":null,"tiktok_url":null,"crunchbase_url":null,"facebook_url":"https://www.facebook.com/CharlesSchwab/","employee_count_range":"10000+","employee_count":32100,"founded_year":1971,"headquarters":{"address":"3000 Schwab Way, Westlake, TX 76262, United States","city":"Westlake, TX","country":"US","lat":32.991226,"lng":-97.1943701},"industry":"fintech","company_type":"other","total_funding_usd":null,"locations":["Albany, NY","Albuquerque, NM","Alpharetta, GA","Ann Arbor, MI","Annapolis, MD","Arcadia, CA","Atlanta, GA","Austin, TX","Barrington, IL","Beaverton, OR","Bee Cave, TX","Bellevue, WA","Bethesda, MD","Birmingham, AL","Birmingham, MI","Boca Raton, FL","Boise","Boise, ID","Borough of Red Bank, NJ","Boston, MA","Boulder, CO","Brea, CA","Bridgewater, NJ","Brookfield, WI","California, USA","Cambridge, MA","Camp Hill, PA","Campbell, Santa Clara County","Carlsbad, CA","Carmel Valley Village, CA","Carmel, IN","Chandler, AZ","Charlotte, NC","Chesterfield, MO","Chestnut Hill, MA","Chicago, IL","Cincinnati, OH","Clayton, MO","Columbia, MD","Columbus, OH","Coral Gables, FL","Corte Madera, CA","Cranberry Township, PA","Dallas, TX","Dana Point, CA","Denver, CO","East Lansing, MI","East Naples, FL","Edina, MN","El Paso, TX","Eugene, OR","Forest Hills, NY","Fort Collins, CO","Fort Lauderdale, FL","Fort Myers, FL","Fort Worth, TX","Fresno, CA","Garden City, NY","Geneva, IL","Glen Allen, VA","Greensboro, NC","Greenville, SC","Henderson, NV","Holladay, UT","Houston, TX","Huntersville, NC","Huntington Station, NY","Hyderabad","Hyderabad, India","Indian Wells, Riverside","Indianapolis, IN","Irvine, CA","Jersey City, NJ","Knoxville, TN","La Jolla, San Diego","Leesburg, VA","Lone Tree, CO","Los Angeles, CA","Lynnwood, WA","Manhasset, NY","Marlton, NJ","Menlo Park, CA","Miami, FL","Middleton, WI","Millburn, Essex","Millburn, United Kingdom","Milpitas, Santa Clara County","Minneapolis-St. Paul-Bloomington, MN","Miramar Beach, FL","Mission Viejo, CA","Morristown, Morris","Mt. 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