VP, Financial Consultant- San Jose, CA

Your opportunity

Schwab’s branch team is at the heart of our commitment to helping clients own their financial

futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to

holistic financial guidance including investing, retirement readiness, and education goals—serving

as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.

Why you’re set up for success

You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting

relationships and grow your practice. Your relationship-building and communication skills will help

deepen client connections and create meaningful impacts into the lives of the people and

communities you serve.

• Schwab Training and Development

To set you up for success, you’ll complete our comprehensive training through Wealth

Management University, a four-week virtual experience led by live facilitators, followed by

an immersive weeklong bootcamp to connect with peers and learn from experts.

After completing Wealth Management University, your individualized development

continues through hands-on training and mentorship within your branch. You’ll collaborate

closely with your branch manager, experienced peers, and dedicated mentors who provide

guidance tailored to your unique background and career goals.

• Career Pathing

As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path

for advancement, recognition, and leadership—empowering you to shape your future and

make a difference for yourself, your clients, and your community.

You’ll be supported by leaders who champion your development, invest in continuous

learning, and empower you to expand your skills and responsibilities over time.

• Competitive Compensation

This position offers a competitive base salary complemented by a performance-driven

incentive plan, providing unlimited earning potential from day one. As you continue to build

relationships and grow your book of business, your compensation will increase—rewarding

your commitment and tenure in the role with greater earning opportunities over time.

Investment Professionals' Compensation | Charles Schwab

What you have

The expertise you bring:

• A valid and active FINRA Series 7 license required

• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will

be required during your tenure on the job.

• CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we

encourage your professional development with Tuition Reimbursement and our internal

CFP Cohort Program)

The skills you bring:

• Business Development

Proactively engage in warm outreach to existing and prospective clients, maintaining

consistent sales activity to grow the book of business and strengthen client relationships.

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 outstanding investor experience in addition to furthering your own

professional development in Wealth Management

• Relationship Building

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 our team of Schwab specialists, Schwab

advice guidelines, your knowledge of the markets, and your ability to inspire action to help

your clients’ progress toward achieving their goals.

• Investment Strategies and Financial Planning

Openness to manage wealth on behalf of our clients including: Retirement Planning,

Education Planning, Investment Management, Banking & Lending Management, Insurance

& Risk Management, and Estate Planning.

Ability to adapt and implement change as the market and business conditions evolve

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your 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 – both today and in the future:

• 401(k) with company match and Employee stock purchase plan

• Paid time for vacation, volunteering, and 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

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at View email address on click.appcast.io or call View phone number on click.appcast.io.