VP, Financial Consultant - Chattanooga, TN

Charles Schwab Inc.•Liberty Township, OH

3d•$65,000 - $105,000•Onsite

About The Position

Schwab’s branch team helps clients take ownership of their financial futures. The Financial Consultant combines planning expertise with holistic financial guidance on 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 and focuses on strengthening client relationships and growing a practice. New hires complete Wealth Management University, a four-week virtual training experience led by live facilitators, followed by a weeklong bootcamp. Hands-on branch training and mentorship continue after the program, with guidance from the branch manager, experienced peers, and mentors. Schwab’s four-level Financial Consultant career track offers opportunities for advancement, recognition, and leadership. Compensation includes a competitive base salary and a performance-driven incentive plan, with earning opportunities increasing 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 during tenure in the role.
Obtain or acquire Life & Health Insurance license during tenure in the role.
Business development skills, including outreach, sales activity, and community engagement.
Relationship-building skills, including client communication, follow-through, and collaboration.
Planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and market conditions.

Nice To Haves

CFP® Certification.

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 client trust through focused communication, strong follow-through, and collaboration with Schwab specialists.
Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and changing market conditions.
Guide clients through financial decisions involving investing, retirement readiness, and education goals.