Vp Jobs

About The Position

Requirements

• Valid and active FINRA Series 7 license.
• Valid FINRA Series 66 license, or the combination of Series 63 and Series 65.
• Valid Life and Health Insurance license.
• At least 7 years of financial services experience.
• At least 2 years of experience serving ultra-high-net-worth clients.
• Advanced knowledge of wealth management and investment products, including equities, fixed income, mutual funds, retirement plans, equity compensation plans, stock options, and annuities.
• Ability to manage conflict, navigate complex or high-stakes conversations, and preserve trust and productive relationships.
• Entrepreneurial orientation, including ownership of the client practice, anticipating needs, identifying growth opportunities, and taking initiative.
• Ability to influence clients and partners through credible, well-reasoned recommendations.
• Strategic thinking that integrates complex financial information, competing priorities, risk considerations, and long-term implications.
• Ability to develop trusted, long-term client relationships through proactive guidance, personalized service, consistent follow-through, and meaningful value delivery.

Nice To Haves

• CFP, CFA, CWS, ChFC, or CPWA designation.
• Bachelor's degree.

Responsibilities

• Manage a practice composed primarily of ultra-high-net-worth clients and provide high-touch service for complex wealth management needs.
• Retain and deepen client relationships while identifying and advancing sustainable growth opportunities across assets and wealth management solutions.
• Assess client goals, life events, risk considerations, and financial priorities through an in-depth consultative approach before recommending solutions.
• Develop forward-looking financial strategies integrating investment, retirement, estate, banking, lending, trust, insurance, and related planning needs.
• Translate complex financial considerations into clear recommendations aligned with client priorities and long-term objectives.
• Navigate differing perspectives and high-stakes conversations constructively to resolve concerns, preserve trust, and support effective outcomes.
• Partner with specialists and cross-functional teams to coordinate comprehensive wealth management solutions and deliver a consistent client experience.
• Provide retirement income guidance and support appropriate distribution strategies for clients living in retirement.
• Apply risk, supervision, controls, and policy requirements consistently while exercising sound judgment and pursuing strong client outcomes.

Benefits

• Ongoing professional development focused on wealth management, investment strategy, retirement income planning, and client relationship management.
• Specialized training, coaching, and development opportunities to strengthen advisory skills, deepen technical expertise, and support career growth.
• Opportunities to collaborate with experienced wealth specialists and subject matter experts across Schwab's wealth management organization.
• Career growth opportunities that may include leadership pathways, advanced advisory roles, private client segments, and specialized wealth management functions.
• Base pay with bonus and incentive opportunities tied to performance.