VP, Wealth Planning & Client Growth

Charles Schwab Corporation

Albuquerque (NM)

On-site

USD 70,000 - 120,000

Full time

14 days+

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Job summary

Charles Schwab Corporation is seeking a Financial Consultant in Albuquerque to help clients own their financial futures through comprehensive guidance on investing, retirement readiness, and education planning. You will start with an existing client book and work with a team to deepen relationships and expand your practice.

You will complete Schwab's Wealth Management University training, progressively advancing along a four-level career path with mentorship and continued development, backed by

Qualifications

Active FINRA Series 7 license required.
FINRA Series 66 (63/65) license and Life & Health Insurance required during tenure.
CFP Certification is a plus.

Responsibilities

Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
Provide holistic financial guidance including investing, retirement readiness, and education goals.
Collaborate with branch team and Schwab specialists to deliver best-in-class investor experience.
Communicate market conditions and investment principles to clients to support goal achievement.
Adapt to changing markets and business needs while expanding skills and responsibilities.

Skills

Business Development

Relationship Building

Investment Planning

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

CFP Certification (preferred)

Job description

You will complete Schwab's Wealth Management University training, progressively advancing along a four-level career path with mentorship and continued development, backed by

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