VP, Financial Consultant- Charlotte, NC

Position Overview

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 exciting 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 be engaged in managing the practice of existing clients by providing wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients – this role is for you.

Key Responsibilities

• Provide comprehensive financial planning and wealth management advice to clients.
• Grow your client practice through asset consolidation, networking, and referrals.
• Compensation: Eligible for bonus or incentive opportunities.

Required Qualifications

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

Preferred Qualifications

• Ability to build strong relationships, engage and encourage trust, and deepen client connections through focused communication strategies.
• Willingness to leverage Schwab’s team of specialists, adhere to Schwab advice guidelines, and use market knowledge to inspire client action.
• Openness to manage wealth on behalf of clients including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning.
• Ability to adapt and implement change as market and business conditions evolve.
• Passion for community engagement to discuss market conditions, sound investing principles, and long-term wealth strategies.
• Desire to provide an outstanding investor experience while advancing personal professional development in Wealth Management.

Benefits & Perks

• Benefits: Competitive benefits package including base salary, 401(k) with company match and Employee stock purchase plan.
• Benefits: Paid time for vacation, volunteering, and sabbatical after 5 years of service.
• Benefits: Paid parental leave and family building benefits.
• Benefits: Tuition reimbursement.
• Benefits: Health, dental, and vision insurance.