Senior Financial Consultant & Wealth Advisor

Fairygodboss; Virginia Beach (VA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation & volunteering time

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Schwab's branch team is at the heart of helping clients own their financial futures. As a Financial Consultant in Virginia Beach, you'll combine planning expertise with holistic guidance across investing, retirement readiness, and education goals—serving as a trusted partner through life's financial decisions with clarity and empathy.

You'll start with an existing book of Schwab clients and grow your practice through relationship-building, ongoing training, and mentorship.

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 66 and Life & Health licenses to be obtained during tenure.
• CFP certification is a plus; tuition reimbursement and CFP cohort program available.

Responsibilities

• Provide holistic financial guidance to clients across investing, retirement, and education goals.
• Develop and manage a book of business and deepen client relationships.
• Engage in proactive outreach and relationship-building to grow client base.

Skills

Business Development

Relationship Building

Investment Planning

FINRA Series 7

FINRA Series 66

Education

CFP Certification

Job description

Schwab's branch team is at the heart of helping clients own their financial futures. As a Financial Consultant in Virginia Beach, you'll combine planning expertise with holistic guidance across investing, retirement readiness, and education goals—serving as a trusted partner through life's financial decisions with clarity and empathy.

You'll start with an existing book of Schwab clients and grow your practice through relationship-building, ongoing training, and mentorship.