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VP, Financial Consultant

Novi, MI, USA | Charles Schwab

  • Industry:
    Financial Services
  • Position Type:
  • 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.


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


Comprehensive Compensation and Benefits package.

Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.

Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.

Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.

Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.

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

Learn more about Life@Schwab.


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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