VP, Financial Consultant - Columbia, MD

About the role

As a Financial Consultant at Schwab, you will be responsible for providing wealth management and financial planning advice to existing Schwab clients. Over time, you will grow your practice through client asset consolidation, networking, and earning client referrals.

Responsibilities

• Provide financial guidance to clients
• Build strong relationships with clients
• Engage and encourage trust with clients
• Deepen the client relationship through a focused communication strategy
• Exceed client expectations
• Manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
• Leverage Schwab specialists and advice guidelines
• Adapt and implement change as market and business conditions evolve
• Share and engage clients in discussions about market conditions, sound investing principles, and ideal wealth and long-term investment strategies
• Provide an outstanding investor experience
• Foster a passion for community engagement

Requirements

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

Preferred Qualifications

• Strong communication and relationship-building skills
• Knowledge of the markets and ability to inspire action
• Passion for community engagement
• Desire to further professional development in Wealth Management

Benefits

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

Pay

The salary range for this role is not specified, but it is eligible for bonus or incentive opportunities.

Schedule

Details on the schedule are not provided in the job posting.

Skills

Not specified in the job posting.

Benefits

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

What’s in it for you

• Champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration
• Competitive benefits package that takes care of the whole you – both today and in the future