VP, Financial Consultant - Leawood, KS
About The Position
As a Financial Consultant on Schwab’s branch team, you will provide holistic financial guidance to help clients with investing, retirement readiness, and education goals. You will serve as a trusted partner, guiding clients through financial decisions with clarity and empathy. You will begin with a book of existing Schwab clients and build lasting relationships while growing your practice and serving clients and the community. You will complete Wealth Management University, a four-week virtual training experience led by live facilitators, followed by a weeklong bootcamp. Afterward, you will continue individualized development through hands-on branch training and mentorship. Schwab’s four-level Financial Consultant career track offers opportunities for advancement, recognition, leadership, and expanded responsibilities. Compensation includes a competitive base salary and a performance-driven incentive plan with unlimited earning potential. Compensation can increase as you build relationships and grow your book of business, rewarding commitment and tenure.
Requirements
- 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 Life & Health Insurance licensure during tenure in the role.
- Business development skills, including proactive client outreach, sales activity, and community engagement.
- Relationship-building skills, including focused client communication and follow-through.
- Investment strategy and financial planning knowledge.
Nice To Haves
- CFP® Certification.
Responsibilities
- 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 financial goals.
- Apply financial planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and changing market conditions.
- Complete required training and continue professional development through hands-on branch training and mentorship.
Benefits
- Tuition reimbursement for CFP professional development.
- Internal CFP Cohort Program.
- 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
