VP, Financial Consultant - Columbia, MD

Charles Schwab Inc.•Columbia, MD

1d•$75,000 - $95,000

About The Position

The Financial Consultant serves as a trusted partner to Schwab clients, providing holistic financial guidance across investing, retirement readiness, education goals, and other life decisions. The role begins with a book of existing clients and focuses on building lasting relationships, deepening client connections, and growing a book of business through proactive engagement and consistent sales activity. The position includes comprehensive training through Wealth Management University: a four-week virtual program led by live facilitators followed by a weeklong bootcamp. Afterward, the Financial Consultant continues individualized development through hands-on branch training and mentorship with the branch manager, experienced peers, and dedicated mentors. Schwab offers a four-level Financial Consultant career track with opportunities for advancement, recognition, and leadership. Compensation includes a competitive base salary and a performance-driven incentive plan with earning potential that can grow as the consultant builds relationships and develops their book of business.

Requirements

A valid and active FINRA Series 7 license is required.
Must obtain or acquire FINRA Series 66 (63/65) during tenure in the job.
Must obtain or acquire Life & Health Insurance during tenure in the job.
Ability to build strong relationships, engage clients, foster trust, and communicate effectively.
Ability to conduct proactive client outreach and maintain consistent sales activity.
Openness to managing wealth across retirement, education, investments, banking and lending, insurance and risk, and estate planning.
Ability to adapt and implement change as market and business conditions evolve.

Nice To Haves

CFP® Certification is a plus.
Passion for community engagement.
Desire to provide an outstanding investor experience and continue professional development in wealth management.

Responsibilities

Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to 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 wealth on behalf of clients, including 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 and implement change as market and business conditions evolve.
Participate in required training, hands-on development, and mentorship.