VP, Financial Consultant - Reston, VA

Charles Schwab Corporation•Reston, VA

14h

About The Position

Schwab’s branch team helps clients own their financial futures. The Financial Consultant combines financial planning expertise with holistic guidance on investing, retirement readiness, and education goals, serving as a trusted partner for clients’ financial decisions. The role starts with a book of existing Schwab clients and focuses on developing lasting relationships and growing a book of business. The consultant receives comprehensive training through Wealth Management University, including a four-week virtual experience led by live facilitators and a weeklong bootcamp, followed by hands-on branch training and mentorship. Schwab’s four-level Financial Consultant career track provides opportunities for advancement, recognition, and leadership. Compensation includes a competitive base salary and a performance-driven incentive plan with earning potential that can increase as the consultant builds client relationships and tenure.

Requirements

A valid and active FINRA Series 7 license is required.
Obtain or acquire FINRA Series 66 (or Series 63/65) during tenure in the role.
Obtain or acquire Life and Health Insurance licensing during tenure in the role.
Ability to build strong relationships, earn trust, communicate effectively, and deepen client relationships.
Ability to maintain consistent sales activity and develop business through client outreach.
Openness to managing wealth across a range of financial planning and investment areas.

Nice To Haves

CFP® Certification is a plus.
Passion for community engagement.

Responsibilities

Proactively conduct warm outreach to existing and prospective clients to 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.
Provide an outstanding investor experience while continuing professional development in wealth management.
Build trust and deepen client relationships through focused communication and by exceeding client expectations.
Help clients progress toward their financial goals by leveraging Schwab specialists, advice guidelines, market knowledge, and the ability to inspire action.
Manage client wealth across retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
Adapt and implement changes as market and business conditions evolve.