VP, Financial Consultant- Atlanta (Buckhead), GA

Schwab Stock Plan Services; Atlanta (GA); On-site; USD 65,000 - 110,000; Full time

Job summary

A leading financial services firm in Atlanta is seeking a VP, Financial Consultant to provide clients with tailored financial guidance and build strong relationships. The role offers the chance to impact clients' financial futures while enjoying a supportive culture and professional growth opportunities.

Benefits

401(k) with company match

Employee stock purchase plan

Paid vacation

Volunteering leave

4-week sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• Valid and active FINRA Series 7 license required.
• Must obtain FINRA Series 66 and Life & Health Insurance.

Responsibilities

• Procure and manage existing Schwab clients.
• Provide wealth management and financial planning advice.

Skills

Relationship-building

Client engagement

Adaptability

Education

FINRA Series 7 license

FINRA Series 66 license

Job description

VP, Financial Consultant- Atlanta (Buckhead), GA

Join to apply for the VP, Financial Consultant- Atlanta (Buckhead), GA role at Schwab Stock Plan Services.

Location: Atlanta, GA

Requisition ID: 2025-110634

Category: Retail Branch

Position type: Regular

Pay range: USD $65,000.00 - $110,000.00 / Year

Application deadline: 2025-05-23

Your opportunity

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 role, you will provide clients with financial guidance, build lasting relationships based on trust and respect, and work toward shared financial goals. You’ll also have the opportunity to shape your professional journey within our supportive and diverse culture.

Responsibilities

• Procure and manage existing Schwab clients, providing wealth management and financial planning advice.
• Grow your practice through client asset consolidation, networking, and referrals.

What you have

• Required Qualifications:
• A valid and active FINRA Series 7 license.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure.

Preferred Qualifications

• Strong relationship-building skills, trust development, and client engagement.
• Ability to leverage Schwab’s resources, market knowledge, and inspire client action.
• Openness to managing various aspects of wealth, including retirement, education, investment, banking, insurance, and estate planning.
• Adaptability to market and business changes.
• Passion for community engagement and client education on market conditions and investment strategies.
• Desire to deliver outstanding client experiences and grow professionally in wealth management.

What’s In It For You

Schwab is dedicated to empowering your personal and professional success through flexible work options, a supportive culture, and development opportunities.

Our benefits include:

• Competitive salary
• 401(k) with company match and Employee stock purchase plan
• Paid vacation, volunteering leave, and a 4-week sabbatical after 5 years
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Additional Information

All employees involved in residential loan mortgage originations must register with the NMLS registry system and pass background checks as per SAFE Act requirements.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

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