VP, Financial Consultant - Towson, MD
About The Position
Schwab’s branch team helps clients own their financial futures. The Financial Consultant combines planning expertise with holistic financial guidance in 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, providing a foundation for building lasting relationships and growing a practice. The consultant engages existing and prospective clients, develops client connections, and supports the people and communities served. Training starts with Wealth Management University, a four-week virtual experience led by live facilitators, followed by a weeklong bootcamp. Afterward, individualized development continues through hands-on branch training and mentorship with the branch manager, experienced peers, and dedicated mentors. Schwab’s four-level Financial Consultant track offers opportunities for advancement, recognition, and leadership. Compensation includes a base salary and a performance-driven incentive plan. The posting describes unlimited earning potential and increased compensation opportunities as the consultant builds relationships and grows a book of business.
Requirements
- A valid and active FINRA Series 7 license.
- Obtain or acquire a FINRA Series 66 (63/65) license and Life & Health Insurance during tenure in the role.
- Ability to build strong relationships, encourage trust, and deepen client relationships.
- Ability to adapt and implement change as market and business conditions evolve.
- Desire to provide an outstanding investor experience and further professional development in wealth management.
Nice To Haves
- CFP® Certification.
- Passion for community engagement.
Responsibilities
- Provide holistic financial guidance in investing, retirement readiness, and education goals.
- Build lasting relationships with existing and prospective clients and grow a book of business.
- Proactively conduct warm outreach and maintain consistent sales activity.
- Engage clients in discussions about market conditions, sound investing principles, and wealth and long-term investment strategies.
- Build trust, deepen client relationships 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 changes in market and business conditions.
Benefits
- Tuition reimbursement.
- Internal CFP Cohort Program.
- Comprehensive training and individualized development through mentorship.
- Competitive base salary and a performance-driven incentive plan with unlimited earning potential.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
