VP, Financial Consultant- Honolulu, HI

Charles Schwab Inc.•Honolulu, HI

2d•$75,000 - $105,000

About The Position

As a Financial Consultant at Schwab, you will serve an existing group of Schwab clients, providing wealth management and financial planning advice. Over time, you will grow your practice through client asset consolidation, networking, and client referrals. The role involves working as part of a team and helping clients work toward their financial goals while building lasting relationships based on trust and respect. The position offers a salary range along with eligibility for bonus or incentive opportunities. Employees who engage in residential loan mortgage originations must register with the NMLS registry system, remain in good standing, and complete the required SAFE Act background check and registration process.

Requirements

A valid and active FINRA Series 7 license.
Obtain FINRA Series 66 (or Series 63 and Series 65) and Life & Health Insurance licenses during tenure in the role.
For employees engaged in residential loan mortgage originations: NMLS registration, good standing, and completion of required SAFE Act background check and registration process.

Nice To Haves

Ability to build strong relationships, earn trust, deepen client relationships through focused communication, and exceed client expectations.
Ability to leverage Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to inspire client action.
Openness to managing wealth across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
Ability to adapt and implement change as market and business conditions evolve.
Passion for community engagement and discussing market conditions, sound investing principles, and appropriate wealth and long-term investment strategies with clients.
Desire to provide an outstanding investor experience and further professional development in wealth management.
Enjoyment of working in a team setting and passion for serving clients.

Responsibilities

Provide wealth management and financial planning advice to existing Schwab clients.
Grow a client practice through asset consolidation, networking, and client referrals.
Build strong client relationships through focused communication, trust, and exceeding client expectations.
Work with Schwab specialists and apply Schwab advice guidelines and market knowledge to help clients progress toward their goals.
Support clients with retirement, education, investment, banking and lending, insurance and risk, and estate planning needs.
Engage clients in discussions about market conditions, sound investing principles, and wealth and long-term investment strategies suited to their circumstances.
Adapt to changes in market and business conditions.
Provide an outstanding investor experience and pursue professional development in wealth management.
If engaged in residential loan mortgage originations, register with the NMLS registry system, remain in good standing, and complete the required SAFE Act background check and registration process.