VP, Financial Consultant - New York, NY (Midtown)

Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionalsu2019 incentive structure. Investment Professionals' Compensation Charles Schwab ( _At Schwab,_ _youu2019re_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us u201cchallenge the status quou201d and transform the finance industry together._ Schwabu2019s branch team is at the heart of our firmu2019s commitment tohelping clients own their financial futures. In this exciting role, youu2019llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youu2019ll alsohavethe ability totake charge of your own professional journey with oursupportive, 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, youu2019ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: + A valid and active FINRA Series 7 licenserequired + Obtaining oracquiringFINRASeries 66 (63/65) license and Life & Health Insuranceas it will berequiredduring your tenure on the job. Preferred Qualifications: + Ability to build strong relationships, engage and encourage trust, and deepenthe client relationshipby applying a focused client communication strategy, and exceeding client expectations. + Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclientu2019sprogress toward achieving their goals. + Openness to manage wealth on behalf of our clientsincluding: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 providean outstandinginvestor experience inadditionalto furthering your own professional development in Wealth Management. Whatu2019s in it for you At Schwab, youu2019re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationu2014so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you u2013 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 insuranceWhatu2019s in it for you: At Schwab, weu2019re committed to empowering our employeesu2019 personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youu2019ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you u2013 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.

Created: 2025-12-08