VP, Financial Consultant - Atlanta, GA (Alpharetta)

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Review our Investment Professionals’ incentive structure.

About the role

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures.

In this role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will manage existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals.

Requirements

• A valid and active FINRA Series 7 license
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure on the job

Qualifications

• Ability to build strong relationships, engage and encourage trust, and deepen client relationships by applying a focused client communication strategy and exceeding client expectations
• Openness to manage wealth on behalf of clients, including:
  • Retirement Planning
  • Education Planning
  • Investment Management
  • Banking & Lending Management
  • Insurance & Risk Management
  • Estate Planning
• Ability to adapt and implement change as market and business conditions evolve
• Passion for community engagement to share and engage clients in discussions about market conditions, sound investing principles, and ideal wealth and long-term investment strategies
• Desire to provide an outstanding investor experience while furthering your own professional development in Wealth Management

Benefits

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a 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