VP, Wealth Management & Financial Planning

Charles Schwab; Virginia Beach (VA); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Virginia Beach seeks a Financial Consultant to blend planning expertise with holistic financial guidance for investing, retirement readiness, and education goals, serving as a trusted partner for clients.

You’ll start with an existing book of Schwab clients, complete Wealth Management University training, and advance along a four-level track with competitive compensation and mentorship.

Qualifications

• FINRA Series 7 license held and active.
• Series 66 (63/65) license pursued or obtained during tenure.
• CFP designation is a plus and encouraged for development.
• Life & Health Insurance license obtained during tenure.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients and grow the book of business.
• Discuss market conditions and investing principles to guide client decisions.
• Provide outstanding investor experience while pursuing ongoing professional development.
• Leverage Schwab specialists and guidelines to support client progress toward goals.

Skills

Business Development

Relationship Building

Investment Strategies and Financial规划

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

CFP Certification (plus)

Life & Health Insurance license (required during tenure)

Job description

Charles Schwab in Virginia Beach seeks a Financial Consultant to blend planning expertise with holistic financial guidance for investing, retirement readiness, and education goals, serving as a trusted partner for clients.

You’ll start with an existing book of Schwab clients, complete Wealth Management University training, and advance along a four-level track with competitive compensation and mentorship.