VP Financial Consultant - Plano, TX

About the role

Your opportunity is to join Schwab’s branch team as a Financial Consultant. You’ll combine planning expertise with a thoughtful approach to holistic financial guidance, serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.

Why you’re set up for success

• You’ll 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.

What you have

• 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:
• Business Development
• Relationship Building
• Investment Strategies and Financial Planning

What’s in it for you

• We offer a competitive benefits package that takes care of the whole you – both today and in the future:
• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance