VP, Financial Consultant - Bellevue, WA

About the role

Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.

Why you’re set up for success

• Start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice.
• Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.

Career Pathing

• Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community.

Competitive Compensation

• This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one.
• You’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.

The Expertise You Bring

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
• CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

The Skills You Bring

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
• Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
• Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management.
• Relationship Building Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
• Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals.

Investment Strategies and Financial Planning

• Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
• Ability to adapt and implement change as the market and business conditions evolve.