VP, Financial Consultant - Columbia, MD

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,

y

ou'll

complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators,

f

ollowed 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 y

o

ur 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)

  as it will be

  required

  during your tenure on the job

• Obtaining or acquiring 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