VP, Financial Consultant - Towson, MD

Charles Schwab Inc.•Towson, MD

6d•$75,000 - $95,000

About The Position

Schwab’s branch team helps clients take ownership of 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 helps clients navigate financial decisions. The position begins with a book of existing Schwab clients and focuses on building lasting relationships, deepening client connections, and growing a practice. The role includes comprehensive training through Wealth Management University: a four-week virtual experience led by live facilitators, followed by a weeklong bootcamp. Further development includes hands-on branch training and mentorship from the branch manager, experienced peers, and dedicated mentors. Schwab also offers a four-level Financial Consultant career track with opportunities for advancement, recognition, and leadership. Compensation includes a base salary and a performance-driven incentive plan, with earning opportunities increasing as the consultant builds client relationships and a book of business.

Requirements

Valid and active FINRA Series 7 license.
Obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance license during tenure in the role.
Ability to build strong relationships, encourage trust, and deepen client relationships through focused communication.
Ability to provide an outstanding investor experience and pursue professional development in wealth management.
Openness to managing wealth across the financial planning and investment areas described.

Nice To Haves

CFP® Certification.
Passion for community engagement.
Ability to leverage Schwab specialists, advice guidelines, market knowledge, and client motivation to help clients progress toward their goals.

Responsibilities

Provide holistic financial guidance, including investing, retirement readiness, and education planning.
Build lasting relationships with existing and prospective clients and grow a book of business.
Proactively conduct warm outreach and maintain consistent sales activity.
Engage clients in discussions about market conditions, investing principles, and wealth and long-term investment strategies.
Build trust and deepen client relationships through focused communication and by exceeding client expectations.
Manage wealth for clients across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
Adapt and implement changes as market and business conditions evolve.