VP, Financial Consultant - Seattle, WA (South Lake Union)
About The Position
As a Financial Consultant at Schwab, you will be provided with a practice of existing Schwab clients and offer wealth management and financial planning advice. Over time, you will grow your practice through client asset consolidation, networking, and client referrals. The role focuses on helping clients pursue their financial futures, building lasting relationships based on trust and respect, and working collaboratively with Schwab’s branch team and specialists. The selected candidate is expected to work on site in South Lake Union, Seattle, Washington. The role is eligible for bonus or incentive opportunities in addition to the salary range.
Requirements
- Valid and active FINRA Series 7 license.
- Obtain or acquire FINRA Series 66 (63/65) license during tenure.
- Obtain or acquire Life and Health Insurance license during tenure.
Nice To Haves
- Ability to build strong relationships, earn trust, and deepen client relationships through focused communication and by exceeding expectations.
- Ability to leverage Schwab specialists, Schwab advice guidelines, market knowledge, and client engagement to help clients pursue their goals.
- Openness to managing client wealth across retirement, education, investment, banking and lending, insurance and risk, and estate planning.
- Ability to adapt and implement change as market and business conditions evolve.
- Passion for community engagement and discussing market conditions, sound investing principles, and appropriate wealth and long-term investment strategies.
- Desire to provide an outstanding investor experience and advance professional development in wealth management.
- Enjoyment of working in a team setting and passion for serving clients.
Responsibilities
- Provide existing Schwab clients with wealth management and financial planning advice.
- Grow the client practice through asset consolidation, networking, and client referrals.
- Build and deepen client relationships through focused communication and by exceeding client expectations.
- Help clients progress toward their goals by drawing on Schwab specialists, advice guidelines, market knowledge, and the ability to inspire action.
- Manage wealth for clients across retirement planning, education planning, investment management, banking and lending, insurance and risk management, and estate planning.
- Engage clients in discussion about market conditions, sound investing principles, and wealth and long-term investment strategies suited to their situations.
- Adapt and implement changes as market and business conditions evolve.
- Provide an outstanding investor experience while furthering professional development in wealth management.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
