VP, Financial Consultant- Towson, MD

Charles Schwab; Towson (MD); On-site; USD 60,000 - 100,000; Full time

Job summary

This innovative firm is seeking a Financial Consultant who thrives in a collaborative environment. In this role, you will empower clients by providing personalized financial guidance and wealth management strategies. You will build lasting relationships based on trust and respect, while also having the opportunity to grow your practice through networking and referrals. The company offers a supportive culture that fosters professional development and community engagement, making it an exciting opportunity for those passionate about finance and client service. Join a team dedicated to transforming the finance industry and helping clients achieve their financial goals.

Benefits

401(k) with company match

Employee stock purchase plan

Paid vacation time

Paid parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

4-week sabbatical after 5 years

Volunteering time off

Qualifications

• Active FINRA Series 7 license is required for this role.
• Willingness to obtain Series 66 and Life & Health Insurance licenses.

Responsibilities

• Provide wealth management and financial planning advice to clients.
• Grow client practice through asset consolidation and referrals.

Skills

Client Relationship Management

Financial Planning

Wealth Management

Communication Skills

Adaptability

Education

FINRA Series 7 License

FINRA Series 66 License

Life & Health Insurance License

Job description

Your opportunity

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 addition to furthering your own professional development in Wealth Management.

What’s in it for you:

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• Base salary.
• 401(k) with company match and Employee stock purchase plan.
• Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service.
• Paid parental leave and family building benefits.

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

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

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.