VP, Financial Consultant - Bedford, NH

Charles Schwab Inc.•Bedford, NH

19h•$70,000 - $90,000•Onsite

About The Position

Schwab’s branch team helps clients own their financial futures. The Financial Consultant combines planning expertise with holistic financial guidance in areas such as 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, providing a foundation for building lasting relationships and growing a practice. The Financial Consultant develops client connections, conducts outreach to existing and prospective clients, and supports clients in pursuing their financial goals. Training begins with Wealth Management University, a four-week virtual experience led by live facilitators, followed by a weeklong bootcamp. Afterward, hands-on training and mentorship continue within the branch, in collaboration with the branch manager, experienced peers, and mentors. Schwab’s four-level Financial Consultant career track provides opportunities for advancement, recognition, and leadership. Compensation includes a competitive base salary and a performance-driven incentive plan with earning potential that increases as the consultant builds relationships and grows a 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 role.
Must obtain or acquire Life & Health Insurance licensing during tenure in the role.
Ability to build strong relationships, encourage trust, deepen client relationships through focused communication, and exceed client expectations.
Proactive business development and consistent client outreach skills.
Openness to managing wealth across a range of financial planning and investment areas.
Ability to adapt to changing market and business conditions.

Nice To Haves

CFP® Certification is a plus.
Passion for community engagement.
Desire to further professional development in Wealth Management.

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 appropriate to their situations.
Provide an outstanding investor experience and build trust through focused client communication and by exceeding 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, Schwab 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.