VP, Financial Consultant - Vancouver, WA

Charles Schwab Corporation • Vancouver, WA

2d

About The Position

The Financial Consultant serves as a trusted partner to Schwab clients, providing holistic financial guidance on investing, retirement readiness, education goals, and other financial decisions. The role begins with a book of existing clients and focuses on developing lasting relationships, growing the book of business, and helping clients work toward their financial goals with clarity and empathy.

The position includes comprehensive training through Wealth Management University, a four-week virtual experience followed by a weeklong bootcamp, and continued hands-on development and mentorship within the branch. Financial Consultants work with the branch manager, experienced peers, mentors, and Schwab specialists. Schwab offers a four-level career track and a competitive base salary with a performance-driven incentive plan and earning opportunities that can grow with the book of business and tenure.

Requirements

• 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, earn trust, deepen client relationships, and exceed client expectations.
• Ability to engage clients in discussions about market conditions, investing principles, and wealth strategies.
• Desire to provide an outstanding investor experience and further professional development in wealth management.
• Openness to managing client wealth across a range of planning and investment areas.

Nice To Haves

• CFP® Certification.
• Passion for community engagement.

Responsibilities

• Proactively conduct warm outreach to existing and prospective clients to grow the book of business and strengthen client relationships.
• Maintain consistent sales activity and deepen client connections through a focused communication strategy.
• Engage clients in discussions about market conditions, sound investing principles, and wealth and long-term investment strategies suited to their situations.
• Provide an outstanding investor experience and help clients progress toward their financial goals.
• 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, and market knowledge to support clients and inspire action.
• Adapt and implement changes as market and business conditions evolve.
• Participate in required training, hands-on development, and mentorship.

Benefits

• Tuition reimbursement.
• Internal CFP Cohort Program.
• Comprehensive training through Wealth Management University and a weeklong bootcamp.
• Hands-on training and mentorship within the branch.
• 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