VP, Financial Consultant - South Charlotte, NC
About The Position
Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
Requirements
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
- Business Development skills
- Relationship Building skills
- Investment Strategies and Financial Planning skills
Nice To Haves
- CFP® Certification
- Passion for community engagement
- Desire to further 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.
- Share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
- Provide outstanding investor experience.
- Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
- Leverage Schwab specialists, Schwab advice guidelines, knowledge of the markets, and ability to inspire action to help clients progress toward achieving their goals.
- Manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Adapt and implement change as the market and business conditions evolve.
Benefits
- Competitive base salary
- Performance-driven incentive plan
- Unlimited earning potential
- Tuition Reimbursement
- Internal CFP Cohort Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
