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VP, Financial Consultant - Wilmington, NC
VP, Financial Consultant - Wilmington, NCSchwab Stock Plan Services • Wilmington, NC, US
VP, Financial Consultant - Wilmington, NC

VP, Financial Consultant - Wilmington, NC

Schwab Stock Plan Services • Wilmington, NC, US
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VP, Financial Consultant - Wilmington, NC

Join to apply for the VP, Financial Consultant - Wilmington, NC role at Schwab Stock Plan Services

Location : Wilmington, NC

Requisition ID : 2025-111542

Category : Retail Branch

Position type : Regular

Pay range : USD $65,000.00 - $95,000.00 / Year

Application deadline : 2025-06-06

About the role

As a Financial Consultant at Schwab, you will provide wealth management and financial planning advice to existing Schwab clients, helping them achieve their financial goals. You will grow your practice through client asset consolidation, networking, and referrals, building lasting relationships based on trust and respect.

Qualifications

  • Active FINRA Series 7 license required
  • Obtain or acquire FINRA Series 66 (63 / 65) license and Life & Health Insurance during tenure

Preferred qualities

  • Strong relationship-building skills and client communication
  • Ability to leverage Schwab resources and market knowledge
  • Interest in managing client wealth across various financial areas
  • Adaptability to market and business changes
  • Community engagement and client education

    • Benefits

    Schwab offers a competitive benefits package including base salary, 401(k) with match, stock purchase plan, paid time off, parental leave, tuition reimbursement, and health insurance.

    Additional information

    This role requires registration with the NMLS system for mortgage-related activities. Schwab is committed to supporting your professional growth and work-life balance.

    Job details

  • Seniority level : Mid-Senior level
  • Employment type : Full-time
  • Job function : Finance and Sales

    • Referrals can double your chances of interviewing. Get notifications for similar roles in Wilmington, NC.

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