VP, Financial Consultant - Miami, FL

Charles Schwab; Miami (FL); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Health, dental, and vision insurance

Job summary

A leading financial services firm in Miami, FL is seeking a VP, Financial Consultant to provide wealth management and financial planning advice. Ideal candidates will hold a Series 7 license and demonstrate strong relationship-building skills. This role emphasizes community engagement, client communication, and adapting to market conditions within a supportive company culture.

Qualifications

• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, Life & Health Insurance during tenure.

Responsibilities

• Provide wealth management and financial planning advice.
• Grow client practice through asset consolidation and referrals.
• Collaborate with Schwab specialists to deliver tailored investment guidance.

Skills

Strong relationship building

Client communication strategy

Wealth management knowledge

Market knowledge

Adaptability

Client communication

Market knowledge

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

Job description

Join to apply for the VP, Financial Consultant - Miami, FL role at Charles Schwab.

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 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 tasked 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

• A valid and active FINRA Series 7 license is required.
• Obtaining or acquiring FINRA Series 66 (63/65), Life & Health Insurance is 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 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.