VP, Financial Consultant - Lincolnwood, IL

Charles Schwab Inc.•Lincolnwood, IL

9d•$65,000 - $95,000•Onsite

About The Position

Schwab’s branch team helps clients manage their financial futures. The Financial Consultant provides holistic financial guidance in areas including 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 involves building lasting relationships, deepening client connections, and growing a book of business through relationship-building and business development. New hires complete Wealth Management University, a four-week virtual training experience led by live facilitators, followed by a weeklong bootcamp. Further development includes hands-on branch training and mentorship from the branch manager, experienced peers, and dedicated mentors. Schwab’s four-level Financial Consultant career track provides opportunities for advancement, recognition, and leadership. Compensation includes a base salary and a performance-driven incentive plan, with earning opportunities increasing as the consultant builds relationships and grows their book of business. The consultant provides guidance across retirement and education planning, investment management, banking and lending, insurance and risk management, and estate planning.

Requirements

Valid and active FINRA Series 7 license.
Must obtain or acquire FINRA Series 66 (or Series 63/65) during tenure in the role.
Must obtain or acquire Life & Health Insurance licensing during tenure in the role.
Ability to build strong relationships, encourage trust, and communicate effectively with clients.
Ability and willingness to conduct proactive business development and consistent client outreach.
Ability to adapt to changing market and business conditions.

Nice To Haves

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

Responsibilities

Proactively conduct warm outreach to existing and prospective clients to maintain sales activity, grow the book of business, and strengthen client relationships.
Engage clients in discussions about market conditions, sound investing principles, and wealth and long-term investment strategies suited to their situations.
Build strong client relationships, earn trust, and deepen engagement through focused communication and by exceeding client expectations.
Manage wealth on behalf of clients across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
Use Schwab specialists, advice guidelines, market knowledge, and client engagement to help clients progress toward their goals.
Adapt and implement changes as market and business conditions evolve.
Pursue continued professional development in wealth management.