VP, Financial Consultant- Upland, CA

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 serving existing Schwab clients, providing them 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 a FINRA Series 66 (or 63/65) license and Life & Health Insurance during your tenure

• Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy and exceeding expectations
• Leverage Schwab specialists, Schwab advisory guidelines, knowledge of markets, and inspire action to help clients progress toward achieving their goals
• Openness to manage wealth on behalf of clients including Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
• Ability to adapt and implement change as market and business conditions evolve
• Passion for community engagement and sharing market insights and sound investing principles
• Desire to provide an outstanding investor experience while furthering your own professional development in wealth management

At Schwab, we’re committed to empowering your personal and professional success. Our flexible work options, supportive culture, and focus on development give you the tools you need to make a positive difference.

• Base salary and bonus or incentive opportunities
• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a sabbatical after five years of service
• Paid parental leave and family-building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

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 submit to the required SAFE Act background check and registration process.