VP, Financial Consultant - Burlington, VT

About the role

The Financial Consultant at Schwab is responsible for providing wealth management and financial planning advice to existing Schwab clients. The role involves client asset consolidation, networking, and earning client referrals. Candidates should possess a valid and active FINRA Series 7 license and be open to managing various aspects of wealth including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning.

Responsibilities

• Provide financial guidance and advice to existing Schwab clients
• Grow the practice through client asset consolidation, networking, and earning client referrals
• Manage wealth on behalf of clients including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning
• Adapt and implement change as market and business conditions evolve
• Engage and encourage trust with clients, inspiring action to help them achieve their financial goals

Requirements

• A valid and active FINRA Series 7 license required
• Obtaining or acquiring FINRA Series 66 (63/65) license during tenure on the job

Preferred Qualifications

• Ability to build strong relationships and exceed client expectations
• Leverage Schwab specialists, Schwab advice guidelines, knowledge of the markets, and ability to inspire action
• Passion for community engagement and sharing market conditions, sound investing principles, and ideal wealth strategies

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off, sabbatical after every 5 years of service for eligible positions
• Tuition reimbursement to support career development
• Health, dental, and vision insurance

Pay

Competitive salary with potential for bonus or incentive opportunities.

Schedule

Hybrid work schedule provided, allowing flexibility between remote and office work.