VP, Financial Consultant- San Ramon, CA

Charles Schwab Corporation; San Ramon (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, helping clients with investing, retirement readiness, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships through strong communication and a client-centric approach.

You will train through Wealth Management University and receive mentorship as you grow your practice, with a clear advancement path and incentive-based

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 66 license and Life & Health Insurance required during tenure.
• CFP certification is a plus; internal development programs offered.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Provide holistic financial guidance including retirement planning, education goals, and investment strategies.
• Collaborate with Schwab specialists and mentors to deliver client-centric solutions and ongoing service.

Skills

Relationship building

Business development

Investment planning

Communication

Job description

Your Opportunity

Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy. Why you’re set up for success

You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.

Schwab Training and Development

To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.

Career Pathing

As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community. You’ll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.

Competitive Compensation

This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.

Investment Professionals' Compensation | Charles Schwab

What you have

The expertise you bring:

• 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.
• CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

The skills you bring:

Business Development

Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management

Relationship Building

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 clients’ progress toward achieving their goals.

Investment Strategies and Financial Planning

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