VP, Financial Consultant - Sarasota, FL

Charles Schwab Corporation • Sarasota, FL

5d

About The Position

Schwab’s branch team helps clients own their financial futures. The Financial Consultant combines financial planning expertise with holistic guidance on investing, retirement readiness, and education goals, serving as a trusted partner who guides clients through financial decisions with clarity and empathy. The role begins with a book of existing Schwab clients and focuses on building lasting relationships and growing a practice.

The position includes comprehensive training through Wealth Management University: a four-week virtual experience led by live facilitators, followed by a weeklong bootcamp. Afterward, development continues through hands-on branch training, mentorship, and guidance from the branch manager and experienced peers. Schwab’s four-level Financial Consultant career track supports advancement, recognition, leadership, and continued development.

Compensation includes a base salary and a performance-driven incentive plan, with earning potential increasing as the consultant builds relationships and grows a book of business. The role requires an active FINRA Series 7 license and requires obtaining or acquiring FINRA Series 66 (63/65) and Life & Health Insurance licenses during employment. CFP® certification is a plus; professional development support includes tuition reimbursement and an internal CFP Cohort Program.

Requirements

• Valid and active FINRA Series 7 license.
• Obtain or acquire FINRA Series 66 (63/65) license during tenure in the role.
• Obtain or acquire Life & Health Insurance license during tenure in the role.
• Skills in business development, relationship building, client communication, follow-through, investment strategies, and financial planning.

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 financial planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and changing market conditions.
• Build lasting client relationships and grow a practice from an existing book of Schwab clients.

Benefits

• Tuition reimbursement.
• Internal CFP Cohort Program.
• Competitive base salary and performance-driven incentive plan with unlimited earning potential.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed