VP, Financial Consultant- Wilmington, NC

Overview

Your opportunity at Schwab blends innovative problem solving with client-focused wealth management. Schwab’s branch team helps clients own their financial futures by providing guidance, building trust, and developing lasting relationships. You will have the opportunity to shape your professional journey within a supportive, diverse culture that offers numerous career paths.

As a Financial Consultant at Schwab, you will work with existing Schwab clients to provide wealth management and financial planning advice. Over time, you will grow your practice through client asset consolidation, networking, and earning client referrals. If you currently hold securities licenses, enjoy working in a team setting, and share our passion for serving clients, this role is for you.

Procure and manage services for existing Schwab clients, delivering wealth management and financial planning guidance. Grow the client practice by expanding assets under management, networking, and earning referrals. Collaborate with Schwab specialists and adhere to company guidelines to help clients progress toward their goals.

Required Qualifications:

• A valid and active FINRA Series 7 license
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as required during tenure

Preferred Qualifications:

• Ability to build strong relationships, engage clients, and exceed expectations through focused communication
• Ability to leverage Schwab specialists, advice guidelines, market knowledge, and action-oriented guidance
• Willingness to manage wealth across Retirement, Education, Investment Management, Banking & Lending, Insurance & Risk Management, and Estate Planning
• Adaptability to changing market and business conditions
• Passion for community engagement and discussing market conditions and sound investing principles
• A commitment to delivering an outstanding investor experience while pursuing personal development in Wealth Management

Schwab supports your personal and professional success with flexible work options, a supportive culture, and development opportunities. We offer a competitive benefits package to care for you 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
• Tuition reimbursement
• Health, dental, and vision insurance

Investment Professionals' Compensation | Charles Schwab

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

At Schwab, you’re empowered to shape your future. We champion growth through meaningful work, continuous learning, and a culture of trust and collaboration to build lasting skills.

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

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and a 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