VP, Financial Consultant - Reston, VA
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 across investing, retirement readiness, and education goals, serving as a trusted partner who helps clients navigate financial decisions with clarity and empathy. The role begins with a book of existing Schwab clients and focuses on building lasting relationships, deepening client connections, and growing a book of business. The consultant completes a four-week virtual Wealth Management University program led by live facilitators, followed by a weeklong bootcamp. Hands-on training and mentorship continue in the branch, with guidance from the branch manager, experienced peers, and dedicated mentors. Schwab offers a four-level Financial Consultant career track and ongoing development opportunities. Compensation includes a base salary and a performance-driven incentive plan, with earning opportunities increasing as the consultant builds relationships and grows their book of business.
Requirements
- Valid and active FINRA Series 7 license.
- Obtain FINRA Series 66 (or Series 63 and 65) during tenure in the role.
- Obtain Life and Health Insurance licensing during tenure in the role.
- Ability to build strong relationships, foster trust, communicate effectively with clients, and exceed client expectations.
- Ability to conduct consistent business-development outreach and grow a book of business.
- Openness to managing client wealth across financial planning and investment disciplines.
- Ability to adapt and implement change as market and business conditions evolve.
Nice To Haves
- CFP® Certification.
- Passion for community engagement and discussing market conditions and investing strategies with clients.
Responsibilities
- Proactively engage in warm outreach to existing and prospective clients to maintain consistent sales activity, grow the book of business, and strengthen client relationships.
- Engage clients in discussions about market conditions, sound investing principles, and wealth and long-term investment strategies suited to their situations.
- Build strong relationships, foster trust, deepen client relationships through focused communication, and exceed client expectations.
- Manage client wealth across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
- Leverage Schwab specialists, advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward their goals.
- Adapt to and implement change as market and business conditions evolve.
- Pursue ongoing professional development in wealth management.
Benefits
- Tuition reimbursement.
- Internal CFP Cohort Program.
- Comprehensive training through Wealth Management University and a weeklong bootcamp.
- Hands-on branch training, mentorship, and ongoing development.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
