VP, Financial Consultant - Albuquerque, NM

Charles Schwab Corporation•Albuquerque, NM

14h

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 guides clients through 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. 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

A valid and active FINRA Series 7 license.
Obtain or acquire a FINRA Series 66 (63/65) license and Life & Health Insurance license during tenure in the role.
Ability to build strong client relationships, communicate effectively, and foster trust.
Ability to conduct proactive warm outreach and maintain consistent sales activity.

Nice To Haves

CFP® Certification.
Passion for community engagement.
Openness to managing client wealth across a range of planning and investment needs.

Responsibilities

Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Engage clients in discussions about market conditions, sound investing principles, and wealth and long-term investment strategies suited to their personal situations.
Provide an outstanding investor experience while continuing professional development in wealth management.
Build strong relationships, foster trust, deepen client relationships through a focused communication strategy, and exceed client expectations.
Leverage Schwab specialists, advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward their goals.
Manage client wealth across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
Adapt to and implement change as market and business conditions evolve.