VP - Financial Consultant - The Woodlands, TX

Charles Schwab Corporation•The Woodlands, TX

About The Position

Schwab’s branch team helps clients manage 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 as clients navigate financial decisions. The role begins with a book of existing Schwab clients and focuses on building relationships and growing a practice. The position includes a four-week virtual Wealth Management University program, a weeklong bootcamp, and continued hands-on training and mentorship within the branch. Schwab’s four-level Financial Consultant career track supports advancement, recognition, and leadership. Compensation includes a base salary and a performance-driven incentive plan with earning potential that can increase as the consultant builds relationships and grows a book of business.

Requirements

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

Nice To Haves

CFP® Certification.

Responsibilities

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 changing market conditions.
Develop relationships with existing clients and grow a book of business.