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VP, Financial Consultant

Northbrook, IL, USA | Charles Schwab

  • Industry:
    Financial Services
  • Position Type:
    Full-Time
  • Functions:
    Financial Services Professional
    Consulting - Strategy
  • Experience:
    3-5 years
Job Description:
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The Financial Consultant position is part of our Branch Network, which is responsible for providing wealth management and financial planning advice to individuals and families. Managing wealth on behalf of our clients may include: retirement planning, education planning, investment management, and estate planning, as well as partnering with specialists to offer banking, insurance, and lending solutions. In this capacity, the Financial Consultant is responsible for providing an exceptional investor experience for clients with more than $250,000 in assets. Financial Consultants also focus on developing referrals as well as increasing net asset flow and offering advised solutions. 

WHAT YOU HAVE:

A desire to change the way you look at your career

An entrepreneurial spirit and drive

A compass that points toward doing right by clients at every opportunity

A minimum of four years’ financial services experience working with retail clients, with proven success in providing advice and consultation, and in managing, developing, and expanding client relationships

Strong industry and market knowledge

Excellent consultative, interpersonal, and communication skills 

WHAT YOU’LL GET:

Extensive training that goes deeper than numbers and products

An initial practice with existing Schwab clients to grow on your terms

A modern infrastructure and an extensive network of products and specialists to help you grow your practice

A collaborative, supportive work environment

Extensive support in the form of coaching, continuing education, and marketing support

Everyday Wellness: Healthy Rewards, Healthy Choices, Wellness Champions

Financial fitness: 401(k) match, employee discounts, personalized advice, brokerage discounts

Work/life balance: Sabbatical, New Mothers Returning to Work Program, tuition reimbursement programs, time off to volunteer

Inclusion: Employee resource groups, commitment to diversity, strategic partnerships

Not just a job, but a career worth owning, with an opportunity to do the best work of your life 

Learn more about Life@Schwab. 

EDUCATION, LICENSES, AND DESIGNATIONS:

Bachelor’s degree required

A valid and active Series 7 license is required

A valid and active Series 66 (63/65) license is required (may be obtained within a 90-day condition of employment)

A valid and active Life and Health Insurance license is required (may be obtained within a 120-day condition of employment)

CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is preferred


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