VP - Financial Consultant - The Woodlands, TX
About The Position
Schwab’s branch team helps clients take ownership of their financial futures. The Financial Consultant combines financial planning expertise with holistic guidance on investing, retirement readiness, and education goals, serving as a trusted partner who helps clients navigate financial decisions with clarity and empathy. The role begins with a book of existing Schwab clients and focuses on building lasting relationships and growing a practice through client engagement and community involvement. The consultant completes a four-week virtual Wealth Management University program led by live facilitators, followed by a weeklong bootcamp. Development continues through hands-on branch training and mentorship from the branch manager, experienced peers, and dedicated mentors. Schwab offers a four-level Financial Consultant career track with opportunities for advancement, recognition, and leadership. Compensation includes a base salary and a performance-driven incentive plan, with earning opportunities that can grow as the consultant builds relationships and a book of business.
Requirements
- A valid and active FINRA Series 7 license is required.
- Obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance licenses during employment.
- Business development skills, including proactive client outreach, sales activity, and community engagement.
- Relationship-building skills, including focused client communication, follow-through, and collaboration.
- Planning and investment knowledge spanning retirement, education, banking and lending, insurance, estate planning, and market conditions.
Nice To Haves
- CFP® Certification is a plus.
Responsibilities
- Proactively engage existing and prospective clients through warm outreach, consistent sales activity, and community engagement to grow relationships and support long-term financial needs.
- Build client trust through focused communication and strong follow-through.
- Collaborate with Schwab specialists to help clients progress toward their goals.
- Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and evolving market conditions.
- Develop lasting client relationships and grow a book of business.
Benefits
- Tuition reimbursement
- Internal CFP Cohort Program
- Competitive base salary
- Performance-driven incentive plan with unlimited earning potential
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
