VP, Financial Consultant - San Francisco, CA
About The Position
Schwab’s branch team helps clients own their financial futures. The Financial Consultant combines planning expertise with holistic financial guidance across 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, providing a foundation for building lasting relationships and growing a practice. The position includes comprehensive training through Wealth Management University: a four-week virtual experience led by live facilitators, followed by a weeklong bootcamp. Afterward, individualized development continues through hands-on branch training and mentorship with the branch manager, experienced peers, and dedicated mentors. Schwab’s four-level Financial Consultant career track provides opportunities for advancement, recognition, and leadership. Compensation includes a base salary and a performance-driven incentive plan with unlimited earning potential. Compensation can increase as the consultant builds relationships and grows a book of business.
Requirements
- Valid and active FINRA Series 7 license.
- Obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance license during tenure in the role.
- Ability to build strong relationships, earn trust, and deepen client relationships.
- Ability to proactively engage clients and maintain consistent business-development and sales activity.
- Ability to provide outstanding investor experiences and communicate about markets and investing strategies.
- Openness to managing wealth across a range of financial-planning areas.
- Ability to adapt to changing market and business conditions.
Nice To Haves
- CFP® Certification.
- Interest in community engagement and continued professional development in wealth management.
Responsibilities
- Provide holistic financial guidance to clients on investing, retirement readiness, and education goals.
- Build lasting client relationships and grow a book of business, beginning with existing Schwab clients.
- Proactively conduct warm outreach to existing and prospective clients and maintain consistent sales activity.
- Engage with clients and the community in discussions about market conditions, investing principles, and wealth and long-term investment strategies.
- Use a focused client communication strategy to build trust, deepen relationships, and exceed client expectations.
- Leverage Schwab specialists, advice guidelines, market knowledge, and client engagement to help clients progress toward their goals.
- Manage client wealth across retirement planning, education planning, investment management, banking and lending, insurance and risk management, and estate planning.
- Adapt and implement changes as market and business conditions evolve.
- Participate in required training, mentorship, and continued professional development.
Benefits
- Tuition reimbursement.
- Internal CFP Cohort Program.
- Comprehensive training and mentorship.
- Competitive base salary and 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
