VP, Financial Consultant - Chattanooga, TN

Charles Schwab Corporation • Chattanooga, TN

1d

About The Position

Schwab’s branch team helps clients manage their financial futures. The Financial Consultant combines planning expertise with holistic financial guidance on investing, retirement readiness, and education goals, serving as a trusted partner who guides clients through financial decisions. The role begins with a book of existing Schwab clients and focuses on developing lasting relationships and growing a practice. The position includes comprehensive training through Wealth Management University, followed by branch-based hands-on training and mentorship. Schwab offers a four-level Financial Consultant career track and a competitive base salary with a performance-driven incentive plan and earning opportunities that grow as the consultant builds relationships and a book of business.

Requirements

• A valid and active FINRA Series 7 license is required.
• Must obtain or acquire FINRA Series 66 (63/65) license during tenure on the job.
• Must obtain or acquire Life & Health Insurance license during tenure on the job.
• Business development skills, including proactive outreach, sales activity, and community engagement.
• Relationship-building and client communication skills, including follow-through and collaboration.
• Planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and market conditions.

Nice To Haves

• CFP® Certification is a plus.

Responsibilities

• Proactively engage existing and prospective clients through warm outreach, consistent sales activity, and community engagement to grow relationships and support long-term financial needs.
• Build client trust through focused communication, strong follow-through, and collaboration with Schwab specialists.
• Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and evolving market conditions.
• Guide clients through financial decisions and help them progress toward their goals.

Benefits

• Tuition reimbursement
• Internal CFP Cohort Program
• Competitive base salary
• Performance-driven incentive plan with unlimited earning potential

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed