Vp, financial consultant - seattle, wa

About this position

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.  

Investment Professionals' Compensation | Charles Schwab

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.    

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. 

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 procured with the practice of 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. 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. 

        Series 66 (63/65) license and Life & Health Insurance      during your tenure on the job.       by applying a focused client communication strategy, and exceeding client expectations.       our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your    progress toward achieving their goals.       Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning     investor experience in    to furthering your own professional development in Wealth Management.  

Location and commute

Seattle, WA .

Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.

How to apply

Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-2990366569.