VP, Financial Consultant- Honolulu, HI

Charles Schwab Corporation•Honolulu, HI

About The Position

As a Financial Consultant at Schwab, you will serve existing Schwab clients by providing wealth management and financial planning advice. Over time, you will grow your practice through client asset consolidation, networking, and client referrals. The role involves helping clients work toward their financial futures while building lasting relationships based on trust and shared goals. It is part of Schwab’s branch team and involves working with colleagues and Schwab specialists to provide client guidance. The role is also eligible for bonus or incentive opportunities in addition to the salary range. Employees engaged in residential loan mortgage originations must register with the NMLS registry system, remain in good standing, and complete the required SAFE Act background check and registration process.

Requirements

A valid and active FINRA Series 7 license.
Obtain or acquire a FINRA Series 66 (63/65) license during tenure in the role.
Obtain or acquire a Life & Health Insurance license during tenure in the role.

Nice To Haves

Ability to build strong relationships, encourage trust, and deepen client relationships through focused communication while exceeding client expectations.
Ability to leverage Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward their goals.
Openness to managing client wealth across retirement, education, investment, banking and lending, insurance and risk, and estate planning.
Ability to adapt and implement change as market and business conditions evolve.
Passion for community engagement and discussing market conditions, sound investing principles, and suitable wealth and long-term investment strategies with clients.
Desire to provide an outstanding investor experience and further professional development in wealth management.
Enjoyment of working in a team setting and passion for serving clients.

Responsibilities

Provide wealth management and financial planning advice to existing Schwab clients.
Grow the client practice through asset consolidation, networking, and client referrals.
Build strong client relationships, earn trust, and deepen client engagement through focused communication.
Help clients make progress toward their financial goals by drawing on Schwab specialists, advice guidelines, and knowledge of the markets.
Manage wealth needs that may include retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
Engage clients in discussions about market conditions, sound investing principles, and wealth and long-term investment strategies suited to their situations.
Adapt to changes in market and business conditions.
Register with the NMLS registry system and complete required SAFE Act procedures if engaged in residential loan mortgage originations.