VP, Financial Consultant - New Orleans, LA

Charles Schwab Inc.•Metairie, LA

3d•$70,000 - $115,000•Onsite

About The Position

Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. 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.

Requirements

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.

Nice To Haves

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

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 trust through focused client communication, strong follow-through, and collaboration 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.