VP - Financial Consultant - Tampa, FL
About The Position
Schwab’s branch team helps clients own their financial futures. The Financial Consultant combines planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, serving as a trusted partner for clients’ financial decisions. The role starts with a book of existing Schwab clients and focuses on building lasting relationships, deepening client connections, and growing a book of business. The position includes a four-week virtual Wealth Management University training program led by live facilitators, followed by a weeklong bootcamp. Afterward, the consultant receives hands-on branch training and mentorship, working with the branch manager, experienced peers, and dedicated mentors. Schwab offers a four-level Financial Consultant career track and development support. Compensation includes a base salary and a performance-driven incentive plan, with earning opportunities increasing as the consultant builds relationships and grows their business.
Requirements
- Valid and active FINRA Series 7 license.
- Obtain FINRA Series 66 (or Series 63/65) during tenure in the role.
- Obtain Life & Health Insurance licensing during tenure in the role.
- Ability to build strong relationships, foster trust, and deepen client relationships through focused communication.
- Ability to conduct proactive client outreach and maintain consistent business-development activity.
- Ability to adapt and implement change as market and business conditions evolve.
Nice To Haves
- CFP® Certification.
- Passion for community engagement.
- Desire to support clients while continuing professional development in wealth management.
Responsibilities
- Proactively engage in warm outreach to existing and prospective clients to maintain 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 suited to their situations.
- Provide an outstanding investor experience and support clients in progressing toward their financial goals.
- Build trust and deepen client relationships through focused 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, advice guidelines, market knowledge, and client engagement to support clients’ goals.
- 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, followed by a bootcamp.
- Hands-on training and mentorship within the branch.
- Career advancement through a four-level Financial Consultant track.
- Competitive base salary and performance-driven incentive plan with unlimited earning potential.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
