VP, Financial Consultant - Westlake, TX (National Branch Northeast II)
WESTLAKE, TXPosted 20 days ago
Job summary
Job post source
This job is directly from Charles Schwab
Job overview
The VP, Financial Consultant at Charles Schwab provides financial guidance and wealth management advice to clients, helping them achieve their financial goals while growing their practice.
Responsibilities and impact
The role involves managing existing Schwab client portfolios, offering comprehensive financial planning including retirement, education, investment, insurance, and estate planning, and building strong client relationships through trust and communication.
Compensation and benefits
The position offers a salary with bonus or incentive opportunities, a competitive benefits package including 401(k) with company match, employee stock purchase plan, paid vacation, parental leave, tuition reimbursement, and health, dental, and vision insurance.
Experience and skills
Candidates must have an active FINRA Series 7 license and obtain Series 66 (or 63/65) and Life & Health Insurance licenses during tenure; preferred skills include strong client relationship building, adaptability, and passion for community engagement.
Career development
The company supports professional growth through a nurturing culture, diverse career opportunities, and tools to empower employees to make an impact in the finance industry.
Work environment and culture
Charles Schwab promotes a purpose-driven, supportive culture focused on employee development and empowering individuals to challenge the status quo in finance.
Company information
Charles Schwab is a leading financial services firm committed to helping clients own their financial futures through innovative solutions and client-centric services.
Team overview
The candidate will join Schwab's branch team, which is central to the firm's client commitment and operates in a collaborative, team-oriented environment.
Job location and travel
The position is based in Westlake, TX, with no specific mention of remote work or travel requirements.
Unique job features
The role offers unique opportunities to work with a broad range of financial products and leverage Schwab's team of specialists and advice guidelines to deliver personalized client solutions.
Company overview
Charles Schwab is a leading financial services firm that provides a wide range of investment, banking, and advisory services. Founded in 1971 by Charles R. Schwab, the company revolutionized the brokerage industry by offering discounted stock trades. Today, it generates revenue through trading commissions, asset management fees, and banking services. Key milestones include the acquisition of TD Ameritrade in 2020, which significantly expanded its client base and technological capabilities. The company is known for its customer-centric approach and innovative financial products.
How to land this job
Tailor your resume to emphasize your active FINRA Series 7 license and your progress or plan to obtain the Series 66 and Life & Health Insurance licenses, as these are mandatory for the role at Charles Schwab.
Highlight your ability to build strong client relationships, demonstrate trust-building communication strategies, and showcase your experience or passion for wealth management areas like retirement, education, investment management, and estate planning.
Apply through multiple channels such as Charles Schwab’s official careers page, LinkedIn, and reputable job boards to maximize your visibility for the VP Financial Consultant role in Westlake, TX.
Connect on LinkedIn with current Financial Consultants or branch team members at Charles Schwab, using ice breakers like referencing Schwab’s commitment to client empowerment or asking about their experiences growing client practices and navigating the incentive structure.
Optimize your resume for ATS by including keywords from the job description such as 'FINRA Series 7', 'wealth management', 'client relationship building', 'retirement planning', and 'investment management' to pass initial screenings effectively.
Leverage Jennie Johnson’s Power Apply feature to automate tailored applications, identify multiple application portals, and find LinkedIn connections for networking, allowing you to focus your time on preparing for interviews and professional growth.
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