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VP, Financial Consultant - Lynnwood, WA

Charles Schwab · Lynnwood, WA · 3 wk ago
On-siteFinanceFull-time

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.

Responsibilities

  • Provide wealth management and financial planning advice to clients.
  • Grow your client practice through asset consolidation, networking, and referrals.
  • Leverage Schwab specialists, advice guidelines, and market knowledge to help clients achieve their goals.
  • Manage wealth on behalf of clients, including:
    • Retirement Planning
    • Education Planning
    • Investment Management
    • Banking & Lending Management
    • Insurance & Risk Management
    • Estate Planning
  • Adapt to changing market and business conditions.
  • Engage in community discussions about market conditions, investing principles, and long-term strategies.
  • Deliver an outstanding investor experience while advancing your professional development in Wealth Management.
  • Register with the NMLS registry system and comply with SAFE Act requirements for residential loan mortgage originations.

Requirements

  • A valid and active FINRA Series 7 license (required).
  • Obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure.

Preferred Qualifications

  • Ability to build strong relationships, engage and encourage trust, and deepen client relationships.
  • Openness to managing wealth and providing comprehensive financial planning.
  • Passion for community engagement and sharing sound investing principles.
  • Desire to provide an outstanding investor experience and further professional development.

Benefits

  • 401(k) with company match and Employee Stock Purchase Plan.
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years for eligible positions.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

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

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