VP, Financial Consultant - Leawood, KS

Charles Schwab Inc.•Leawood, KS

6d•$70,000 - $110,000

About The Position

The Financial Consultant serves Schwab clients as a trusted partner, providing holistic financial guidance that includes investing, retirement readiness, and education goals. The role begins with a book of existing clients and focuses on developing lasting relationships, supporting clients through financial decisions, and growing the practice through client engagement and community involvement. The position includes four weeks of virtual training through Wealth Management University, 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 and a competitive base salary with a performance-driven incentive plan and earning potential that can increase as the consultant builds relationships and a book of business.

Requirements

A valid and active FINRA Series 7 license.
Obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance licenses during tenure in the role.
Business development skills, including proactive client outreach, consistent sales activity, and community engagement.
Relationship-building skills, including focused client communication, strong follow-through, and collaboration with specialists.
Investment strategy and financial planning knowledge covering retirement, education, banking and lending, insurance, estate planning, and evolving market conditions.

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 goals.
Apply planning and investment knowledge to clients' retirement, education, banking and lending, insurance, and estate-planning needs, while considering evolving market conditions.
Build relationships and grow a book of business.