VP, Financial Consultant - Wayzata, MN
About The Position
Schwab’s branch team helps clients manage 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 through clients’ financial decisions. The role begins with a book of existing Schwab clients and focuses on deepening relationships and growing the practice through client outreach and community engagement. The consultant completes a four-week virtual Wealth Management University experience led by live facilitators, followed by a weeklong bootcamp. Ongoing development includes hands-on branch training and mentorship from the branch manager, experienced peers, and dedicated mentors. Schwab offers a four-level Financial Consultant career track with opportunities for advancement, recognition, leadership, and increasing responsibilities. Compensation includes a competitive base salary and a performance-driven incentive plan with unlimited earning potential. Compensation can increase as the consultant builds relationships and grows their book of business.
Requirements
- A valid and active FINRA Series 7 license is required.
- Obtain or acquire FINRA Series 66 (63/65) and Life & Health Insurance licenses during tenure in the role.
- Business development skills, including proactive outreach, sales activity, and community engagement.
- Relationship-building skills, including client communication, follow-through, and collaboration.
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.
Benefits
- Tuition reimbursement
- Internal CFP Cohort Program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
