VP, Financial Consultant - Corte Madera, CA
About The Position
Schwab’s branch team helps clients own their financial futures. The Financial Consultant combines planning expertise with holistic financial guidance in investing, retirement readiness, and education goals, serving as a trusted partner through clients’ financial decisions. The role starts with a book of existing Schwab clients and focuses on building lasting relationships, growing the practice, and serving clients and communities. The role includes four weeks of virtual training through Wealth Management University, followed by a weeklong bootcamp. Hands-on training and mentorship continue in the branch. Schwab offers a four-level Financial Consultant career track and a competitive base salary with a performance-driven incentive plan and earning opportunities that grow as the consultant builds a book of business.
Requirements
- A valid and active FINRA Series 7 license.
- Obtain or acquire FINRA Series 66 (63/65) and Life & Health Insurance licenses during tenure in the role.
- Ability to build strong relationships, inspire trust, and deepen client relationships through focused communication.
- Business development ability and willingness to maintain consistent sales activity.
- Interest in community engagement and providing an outstanding investor experience.
- Openness to managing client wealth across financial planning and investment disciplines.
- Ability to adapt to changing market and business conditions.
Nice To Haves
- CFP® Certification.
- Interest in pursuing CFP certification through Schwab’s Tuition Reimbursement and internal CFP Cohort Program.
Responsibilities
- Proactively engage in warm outreach to existing and prospective clients to grow the book of business and strengthen client relationships.
- Discuss market conditions, sound investing principles, and wealth and long-term investment strategies with clients.
- Build trust and deepen client relationships through focused communication and by exceeding client expectations.
- Use Schwab specialists, advice guidelines, market knowledge, and client engagement to help clients progress toward their goals.
- Manage client wealth across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
- Adapt and implement changes as market and business conditions evolve.
- Pursue ongoing professional development in wealth management.
Benefits
- Tuition reimbursement for CFP professional development.
- Competitive base salary and performance-driven incentive plan with unlimited earning potential, as described in the posting.
- Training, development, and mentorship through Wealth Management University, bootcamp, and branch-based support.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
