Charles Schwab · 1 day ago
VP, International Financial Consultant - Europe, Middle East and Africa Region
Orlando, FL
Full-time
Hybrid
Mid, Senior Level
5+ years expCharles Schwab is a financial services company that empowers its employees to make a significant impact on their careers. They are seeking a VP, International Financial Consultant to manage a practice of high-net-worth international clients, focusing on business development and relationship management across the EMEA region.
Financial Services
Responsibilities
Manage a practice of HNW international clients located in the assigned region
Develop deep relationships with practice clients to reduce attrition risk and encourage asset consolidation
Introduce clients to advisory services and build a referral network
Serve as the dedicated relationship point of contact for assigned clients, helping them navigate US markets and identify financial goals
Contact clients to understand their needs and preferences, managing a large client practice effectively
Engage in proactive business development to grow the active practice and build trust with clients
Qualification
Required
Bachelor's degree or equivalent experience
FINRA Series 7, 66 (or 63 & 65) required (May be obtained under a condition of employment within the first 120 days)
In addition to English, must be proficient in another foreign language
5+ years' direct international client experience and an equivalent level of knowledge of securities industry required
3+ years' demonstrated experience introducing advisory products and services to international clients (SAN, SWA, MAS, etc…) required
The ability to successfully engage with clients across multiple jurisdictions and cultures
Strong organizational skills with an emphasis on productivity; including block-scheduling to ensure unique phone-based contact is performed each day for both lead follow-up and practice contact
Expertise in identifying client needs, building trust-based relationships, displaying client empathy, and superior relationship-management
Preferred
Proficiency in German and Portuguese is preferred
College for Financial Planning designations (CFP, AAMS, AWMA, etc..) are preferred
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
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reference. (Data Powered by US Department of Labor)
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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