VP Financial Consultant - Albuquerque, NM

Charles Schwab; Albuquerque (NM); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A financial services firm based in Albuquerque is seeking a VP Financial Consultant to provide financial advice and support to clients. This role involves building strong relationships with clients and helping them achieve their financial goals. Candidates should hold a valid FINRA Series 7 license and possess skills in client relationship management. The company offers a comprehensive benefits package and fosters a supportive work environment for professional growth.

Qualifications

• A valid and active FINRA Series 7 license.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as required.

Responsibilities

• Provide financial guidance to Schwab clients and support their financial futures.
• Grow practice through client asset consolidation, networking, and referrals.

Job description

VP Financial Consultant – Albuquerque, NM

Join to apply for the VP Financial Consultant – Albuquerque, NM role at Charles Schwab

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be practised with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients – this role is for you.

Required Qualifications

• A valid and active FINRA Series 7 license
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as required during your tenure on the job.

Preferred Qualifications

• Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused communication strategy, exceeding client expectations.
• Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, market knowledge, and ability to inspire action to help clients progress toward achieving their goals.
• Openness to manage wealth on behalf of clients including retirement, education, investment, banking & lending, insurance & risk, and estate planning.
• Ability to adapt and implement change as market and business conditions evolve.
• Passion for community engagement to share and discuss market conditions, sound investing principles, and ideal wealth and long‑term investment strategies for personal situations.
• Desire to provide an outstanding investor experience and to further professional development in Wealth Management.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and 28‑day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

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