VP, Financial Consultant - Lincolnwood, IL

Charles Schwab Inc.•Lincolnwood, IL

1d•$65,000 - $95,000•Onsite

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. Schwab offers a four-week virtual Wealth Management University training, followed by an immersive weeklong bootcamp. Individualized development continues through hands-on training and mentorship within your branch, collaborating with your branch manager, experienced peers, and dedicated mentors. Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership. This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one.

Requirements

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during your tenure on the job
Obtaining or acquiring Life & Health Insurance as it will be required during your tenure on the job

Nice To Haves

CFP® Certification is a plus.
Encouragement for professional development with Tuition Reimbursement and our internal CFP Cohort Program (if CFP designation not yet obtained)

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.