VP, Financial Consultant – Morristown, NJ

Your Opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures.

In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be responsible for providing existing Schwab clients with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals.

• A valid and active FINRA Series 7 license
• Obtaining or acquiring FINRA Series 66 (or 63/65) and Life & Health Insurance during the first 90 days of employment

• 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 Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward their goals.
• Openness to manage wealth on behalf of clients including retirement planning, education planning, investment management, banking & lending, insurance & risk management, and estate planning.
• Ability to adapt and implement change as market and business conditions evolve.
• 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 an outstanding investor experience while furthering your own professional development in wealth management.

Charles Schwab