VP, Financial Consultant - Sunnyvale, CA

Schwab Stock Plan Services; Sunnyvale (CA); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading financial services company in Sunnyvale seeks a VP, Financial Consultant. This role involves providing wealth management advice, building client relationships, and working collaboratively within a team. The position offers a competitive salary plus bonuses, with a strong focus on professional growth and community engagement.

Benefits

401(k)

Health insurance

Paid time off

Tuition reimbursement

Qualifications

• Valid and active FINRA Series 7 license required.
• Must obtain FINRA Series 66 and Life & Health Insurance during employment.

Responsibilities

• Provide wealth management and financial planning advice.
• Grow practice through client relationships.
• Work within a team to serve clients effectively.

Skills

Relationship-building

Client communication

Adaptability

Community engagement

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance

Job description

VP, Financial Consultant - Sunnyvale, CA

Join to apply for the VP, Financial Consultant - Sunnyvale, CA role at Schwab Stock Plan Services.

Location: Sunnyvale, CA

Requisition ID: 2025-108063

Category: Retail Branch

Position type: Regular

Pay range: USD $75,000.00 - $95,000.00 / Year

Application deadline: 2025-05-23

About the role

This role offers a salary plus bonus or incentive opportunities. As a Financial Consultant at Schwab, you'll provide wealth management and financial planning advice, grow your practice through client relationships, and work within a team to serve clients effectively.

Minimum qualifications

• A valid and active FINRA Series 7 license
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during employment

Preferred qualifications

• Strong relationship-building skills and client communication
• Ability to leverage Schwab resources and market knowledge
• Openness to managing various aspects of wealth including retirement, education, investment, banking, insurance, and estate planning
• Adaptability to market and business changes
• Community engagement and client education skills
• Desire for professional growth in Wealth Management
• Compliance with SAFE Act registration for residential loan mortgage originations

Benefits

Schwab offers a comprehensive benefits package including 401(k), health insurance, paid time off, tuition reimbursement, and more, supporting your personal and professional development.

Additional information

This position is classified as Mid-Senior level, full-time, within the Finance and Sales function. Referral opportunities can double your chances of interview success.