VP, Financial Consultant- Reno, NV

Charles Schwab Inc.•Reno, NV

3d•$65,000 - $110,000•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.

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 Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management
Relationship Building Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals.
Investment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
Ability to adapt and implement change as the market and business conditions evolve.

Nice To Haves

CFP® Certification is a plus.
Encouraged 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 in addition to furthering your own professional development in Wealth Management.
Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals.
Manage wealth on behalf of our 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

Schwab Training and Development
Wealth Management University (four-week virtual experience led by live facilitators)
Immersive weeklong bootcamp
Individualized development through hands-on training and mentorship within your branch
Collaboration with branch manager, experienced peers, and dedicated mentors
Career Pathing (four-level Financial Consultant track)
Competitive Compensation
Competitive base salary
Performance-driven incentive plan
Unlimited earning potential from day one
Tuition Reimbursement
Internal CFP Cohort Program