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VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)
VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)Charles Schwab • Austin, TX, US
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VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II)

Charles Schwab • Austin, TX, US
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Overview

Your opportunity : In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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 working with existing Schwab clients, providing wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

Responsibilities

  • Procure and manage existing Schwab clients, providing wealth management and financial planning advice.
  • Grow the practice through client asset consolidation, networking, and referrals.
  • Collaborate with a team and leverage Schwab specialists and guidelines to help clients progress toward their goals.

Required Qualifications

  • 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.
  • Willingness to leverage team of Schwab specialists, advice guidelines, market knowledge, and inspire action toward client goals.
  • Open to managing wealth including : Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
  • Ability to adapt to changing market and business conditions.
  • Passion for community engagement and discussing market conditions and investing principles with clients.
  • Desire to provide outstanding investor experience and pursue professional development in Wealth Management.
  • Compliance : All employees engaged in residential loan mortgage originations must register with the NMLS and remain in good standing; you will be required to register and complete the SAFE Act background check.
  • What's in it for you

    At Schwab, you're empowered to shape your future. We champion growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

    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
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    Consultant Austin Tx • Austin, TX, US

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