VP, Financial Consultant - Fairfield, CT | Bridgeton, NJ, USA

Charles Schwab; Bridgeton (NJ); On-site; USD 60,000 - 120,000; Full time

Job summary

An established industry player is seeking a VP, Financial Consultant to empower clients in their financial journeys. In this dynamic role, you'll provide personalized financial guidance and manage client relationships, ensuring their financial futures are secure. With a culture that supports professional growth and community engagement, this position offers a unique opportunity to thrive in wealth management. Join a team that values innovation and teamwork, where your expertise will make a significant impact on clients' lives.

Benefits

401(k) with company match

Employee Stock Purchase Plan

Paid time off for vacation

28-day sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Qualifications

• Active FINRA Series 7 license is mandatory.
• Must obtain Series 66 and Life & Health Insurance licenses.

Responsibilities

• Provide wealth management and financial planning advice to clients.
• Manage existing clients and grow practice through networking.

Skills

FINRA Series 7 license

Effective communication

Relationship building

Financial planning

Client service

Education

Bachelor's degree in Finance or related field

Job description

VP, Financial Consultant - Fairfield, CT

Position Type: Regular

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 own professional journey with 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 teamwork, and share our passion for client service - 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 during your tenure.

Preferred Qualifications:

• Ability to build strong relationships, foster trust, and deepen client engagement through effective communication, exceeding expectations.
• Ability to leverage Schwab’s team of specialists, advice guidelines, market knowledge, and inspire clients toward their financial goals.
• Openness to managing comprehensive wealth solutions 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 and discussing market conditions, sound investing principles, and personalized wealth strategies.
• Dedication to delivering an outstanding investor experience and advancing your professional growth in Wealth Management.

All employees involved in residential loan mortgage originations must register with the NMLS system and stay in good standing, including completing the SAFE Act background check and registration.

What’s in it for you:

At Schwab, we support your personal and professional success through a purpose-driven culture and development opportunities. Our benefits include:

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

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