VP, Financial Consultant - Denver, CO (Cherry Creek)

Charles Schwab Corporation•Denver, CO

About The Position

Schwab’s branch team helps clients own their financial futures. The Financial Consultant combines planning expertise with holistic financial guidance in areas including investing, retirement readiness, and education goals, serving as a trusted partner who guides clients through financial decisions with clarity and empathy. The role begins with a book of existing Schwab clients and focuses on building lasting relationships, growing the practice, and serving clients and the community. The successful candidate completes a four-week virtual Wealth Management University program led by live facilitators, followed by a weeklong bootcamp. Afterward, individualized development continues through hands-on branch training and mentorship from the branch manager, experienced peers, and dedicated mentors. Schwab’s four-level Financial Consultant career track supports advancement, recognition, leadership, and expanding skills and responsibilities. Compensation includes a competitive base salary and a performance-driven incentive plan with unlimited earning potential. Compensation can increase as the consultant builds relationships and grows a book of business, rewarding commitment and tenure.

Requirements

A valid and active FINRA Series 7 license is required.
Obtain or acquire a FINRA Series 66 (63/65) license and Life & Health Insurance license during tenure in the role.
Ability to build strong relationships, engage clients, encourage trust, and deepen client relationships through focused communication.
Ability to conduct consistent sales activity and develop business through client outreach.
Openness to managing wealth across a range of financial planning and investment areas.
Ability to adapt and implement change as market and business conditions evolve.

Nice To Haves

CFP® Certification is a plus.
Passion for community engagement.
Desire to provide an outstanding investor experience and further professional development in wealth management.

Responsibilities

Proactively engage in warm outreach to existing and prospective clients to grow the book of business and strengthen client relationships.
Discuss market conditions, sound investing principles, and wealth and long-term investment strategies suited to clients’ personal situations.
Provide an outstanding investor experience while continuing professional development in wealth management.
Build strong relationships, foster trust, deepen client connections through a focused communication strategy, and exceed client expectations.
Leverage Schwab specialists, advice guidelines, market knowledge, and the ability to inspire action 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 and implement changes as market and business conditions evolve.