VP, Financial Consultant - The Woodlands, TX

About the role

Inspiring client relationships and guiding financial decisions are at the core of this role. You'll work closely with existing Schwab clients to provide wealth management and financial planning advice.

Responsibilities

• Procure existing Schwab clients for practice growth
• Grow your practice through client asset consolidation, networking, and client referrals
• Provide comprehensive wealth management and financial planning advice
• Adapt and implement changes as market and business conditions evolve

Requirements

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

Preferred Qualifications

• Strong relationship-building and trust-encouraging abilities
• Ability to communicate effectively and exceed client expectations
• Leverage Schwab specialists, advice guidelines, and market knowledge
• Manage various aspects of wealth including retirement, education, investment, banking, lending, insurance, and estate planning
• Passion for community engagement and sharing market insights
• Commitment to ongoing professional development and investor experience enhancement

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 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. For more details, please refer to the Investment Professionals' Compensation page.

Schedule

The schedule for this role is not specified, but it is open to full-time or part-time arrangements based on the needs of the client base.