VP, Financial Consultant - Boston, MA

About the role

The VP, Financial Consultant leads the financial guidance and wealth management services provided to clients. This role requires a valid and active FINRA Series 7 license, with the potential to obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance licenses.

Responsibilities

• Provide comprehensive financial planning and wealth management advice to existing Schwab clients.
• Grow the practice through client asset consolidation, networking, and client referrals.
• Adapt and implement changes as the market and business conditions evolve.
• Engage and encourage trust with clients, fostering a deep and lasting relationship.
• Manage wealth on behalf of clients, including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning.
• Share and engage clients in discussions about market conditions, sound investing principles, and ideal wealth and long-term investment strategies.

Requirements

• A valid and active FINRA Series 7 license required.
• Ability to build strong relationships, engage clients, and exceed client expectations.
• Openness to managing wealth on behalf of clients.
• Passion for community engagement and sharing knowledge with clients.
• Desire to provide an outstanding investor experience and further professional development in Wealth Management.

Preferred Qualifications

• Strong candidates will also learn to leverage Schwab specialists, Schwab advice guidelines, and their knowledge of the markets to inspire action and help clients achieve their goals.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off, volunteering days, and 28-day sabbatical after every 5 years of service.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.

Pay

This role is eligible for bonus or incentive opportunities, as detailed in the Investment Professionals' Compensation document.

Schedule

Flexible work arrangements are offered, allowing for a hybrid work schedule.