VP, Financial Consultant - Boston, MA

Charles Schwab Careers; Boston (MA); On-site; USD 94,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Paid time off and sabbatical after 5+?

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Careers is seeking a Financial Consultant to provide wealth management and financial planning advice to Schwab clients. You will build lasting client relationships, expand your practice through asset consolidation and referrals, and collaborate with Schwab specialists to guide clients toward their financial goals.

The role emphasizes a client-centric, team-oriented culture with opportunities for professional growth and ongoing licensing development.

Qualifications

• Active FINRA licenses required or in process.
• Life & Health Insurance license required during tenure.
• Ability to build client relationships and trust.

Responsibilities

• Provide wealth management and financial planning guidance to Schwab clients.
• Grow your practice through client asset consolidation, networking and referrals.
• Leverage Schwab specialists and guidelines to help clients reach goals.

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

Job description

Position Type: Regular
Your opportunity

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 be procured 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.

What you have

Required Qualifications

• A valid and active FINRA Series 7 license required
• Obtaining or acquiring FINRA Series 66 (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 their personal situation
• Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

You will be required to register and to submit to the required SAFE Act background check and registration process

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