VP, Financial Consultant - Atlanta, GA (Cobb County)

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

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Atlanta is seeking a Financial Consultant to provide exceptional wealth management and financial planning advice to clients. In this role, you will actively work with clients to help them achieve their financial goals, offering expertise in various areas such as retirement and investment management.

The ideal candidate will have a valid FINRA Series 7 license, excellent relationship-building skills, and a readiness to adapt to changes in the market. A competitive benefits package is offered, emphasizing continuous growth and community engagement.

Qualifications

• Valid FINRA Series 7 license is required.
• Must obtain FINRA Series 66 (or 63/65) license and Life & Health Insurance.
• Ability to adapt to market and business changes.

Responsibilities

• Provide financial guidance to existing Schwab clients.
• Grow practice through client asset consolidation and networking.
• Build lasting relationships based on trust and respect.

Skills

Ability to build strong relationships

Client communication strategy

Openness to manage wealth

Passion for community engagement

Education

FINRA Series 7 license

FINRA Series 66 or 63/65 license

Life & Health Insurance license

Job description

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.

Investment Professionals' Compensation | Charles Schwab

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 reaching 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 work with 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.

What you have

Required Qualifications:

• A valid and active FINRA Series 7 license required
• Obtaining or acquiring FINRA Series 66 (or 63/65) license and Life & Health Insurance as it will be 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 client communication strategy and exceeding client expectations.
• Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
• Openness to manage wealth on behalf of our clients including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning
• Ability to adapt and implement change as the market and business conditions evolve
• Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for your personal situation
• Desire to provide an outstanding investor experience in addition to furthering your own 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