VP, Financial Consultant- Atlanta (Buckhead), GA

Charles Schwab; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Financial Consultant to provide wealth management and financial planning advice. The role involves managing existing clients, building relationships, and growing the practice through networking and referrals. Candidates must hold a FINRA Series 7 license and be adaptable to market changes.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid time off for vacation

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Qualifications

• Manage existing Schwab clients and provide wealth management advice.
• Obtain FINRA Series 66 license and Life & Health Insurance.

Responsibilities

• Provide financial guidance and build lasting client relationships.
• Grow practice through client asset consolidation and referrals.

Skills

Communication

Relationship Building

Client Engagement

Education

FINRA Series 7 License

FINRA Series 66 License

Job description

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 exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and shared goals. You’ll also have the ability to take charge of your professional journey within our supportive, nurturing culture and diverse career opportunities.

As a Financial Consultant at Schwab, you will manage existing Schwab clients, providing wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and earning referrals. If you hold your securities license, enjoy working in a team setting, and share our passion for serving clients — this role is for you.

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

• Ability to build strong relationships, engage clients, and deepen trust by applying focused communication strategies and exceeding expectations
• Capability to leverage Schwab specialists, advice guidelines, market knowledge, and inspire clients to act towards their goals
• Openness to managing various aspects of wealth including Retirement Planning, Education Planning, Investment Management, Banking & Lending, Insurance & Risk Management, and Estate Planning
• Adaptability to market and business changes
• Passion for community engagement, discussing market conditions, sound investing principles, and long-term strategies
• Desire to provide outstanding investor experiences and further professional development in Wealth Management

What’s in it for you

At Schwab, we’re committed to empowering your personal and professional success. Our flexible work options, supportive culture, and focus on your development provide the tools to make a positive industry impact.

Our benefits include:

• Base salary
• 401(k) with company match and Employee Stock Purchase Plan
• Paid time off for vacation, volunteering, and a 4-week sabbatical after 5 years
• Paid parental leave and family benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Investment Professionals' Compensation | Charles Schwab

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