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 building lasting relationships.
Responsibilities and impact
The role involves managing existing Schwab client practices, offering wealth management and financial planning advice, growing the practice through client asset consolidation, networking, and referrals, and working collaboratively with Schwab specialists.
Compensation and benefits
The position offers a salary plus bonus or incentive opportunities, a competitive benefits package including 401(k) with company match, employee stock purchase plan, paid vacation, volunteering time, sabbatical, paid parental leave, tuition reimbursement, and health, dental, and vision insurance.
Experience and skills
Candidates must have a valid FINRA Series 7 license and obtain Series 66 (63/65) and Life & Health Insurance licenses during tenure; preferred skills include strong relationship-building, client communication, wealth management knowledge, adaptability, and passion for community engagement.
Career development
Charles Schwab supports professional growth with a nurturing culture and diverse career opportunities, providing tools for personal and professional success in wealth management.
Work environment and culture
The company culture is purpose-driven, supportive, and focused on employee development, encouraging innovation and client-centered service.
Company information
Charles Schwab is a leading financial services firm committed to helping clients own their financial futures through innovative solutions and client-focused services.
Team overview
The candidate will join Schwab's branch team, which is central to delivering client financial guidance and wealth management services.
Job location and travel
The position is based in Newtown, PA, with no specific mention of remote work or travel requirements.
Unique job features
This role offers the opportunity to work with a well-established financial firm, leveraging a team of specialists and a comprehensive approach to wealth management and financial planning.
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
Position your resume to highlight your active FINRA Series 7 license and your progress or commitment to obtaining the Series 66 and Life & Health Insurance licenses, as these are mandatory for the role at Charles Schwab.
Emphasize your ability to build trust and strong client relationships, showcasing your communication skills and experience in financial planning, wealth management, and client asset consolidation.
Apply through multiple channels including Charles Schwab’s official careers page, LinkedIn, and reputable job boards to maximize your application visibility.
Connect with current Financial Consultants or branch team members at Charles Schwab on LinkedIn; start conversations by mentioning your enthusiasm for Schwab’s client-first culture or asking for insights about the day-to-day impact of their role.
Optimize your resume for ATS by incorporating keywords such as 'financial planning,' 'wealth management,' 'client relationship building,' 'Series 7,' 'Series 66,' and 'investment management' to ensure it passes automated screenings.
Utilize Jennie Johnson’s Power Apply feature to automate tailored applications, find multiple application portals, and identify LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and professional development.
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