VP, Financial Consultant - Sacramento, CA

Charles Schwab Inc.•Sacramento, CA

3d•$75,000 - $120,000•Onsite

About The Position

Schwab is hiring a Financial Consultant for its branch team in Sacramento, California. The role combines financial planning expertise with holistic guidance on investing, retirement readiness, and education goals. The consultant serves as a trusted partner, helping clients navigate financial decisions with clarity and empathy. The position begins with a book of existing Schwab clients, providing a foundation for building relationships and growing a practice. The consultant engages existing and prospective clients, develops business, and supports clients with wealth-management strategies tailored to their personal situations. New hires complete a four-week virtual Wealth Management University experience led by live facilitators, followed by a weeklong bootcamp. Further development includes hands-on branch training and mentorship. Schwab offers a four-level Financial Consultant career track and a competitive base salary with a performance-driven incentive plan and potential for increased earning opportunities as the consultant builds relationships and grows a book of business.

Requirements

Valid and active FINRA Series 7 license.
Obtain or acquire FINRA Series 66 (63/65) license during tenure in the role.
Obtain or acquire Life and Health Insurance license during tenure in the role.
Ability to build strong relationships, encourage trust, and deepen client relationships through focused communication.
Business-development ability and willingness to conduct consistent outreach and sales activity.
Passion for community engagement and discussing markets and investment principles with clients.
Desire to provide an outstanding investor experience and continue professional development in wealth management.
Openness to managing client wealth across a range of planning and investment areas.
Ability to adapt and implement change as market and business conditions evolve.

Nice To Haves

CFP® Certification.

Responsibilities

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 suitable wealth and long-term investment strategies.
Build trust and deepen client relationships through focused communication and by exceeding client expectations.
Use Schwab specialists, advice guidelines, market knowledge, and client engagement to help clients progress toward their goals.
Manage client wealth across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
Adapt to changes in market and business conditions.