VP, Financial Consultant- Madison, WI

Position Type: RegularYour opportunityIn 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 SchwabAt Schwab, you'reempowered 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 tohelping clients own their financial futures. In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You'llalsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.As a Financial Consultant at Schwab, you will beprocuredwith the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'llgrow yourpractice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.What you haveRequired Qualifications:A valid and active FINRA Series 7 license requiredObtaining or acquiringFINRASeries 66 (63/65) license and Life & Health Insurance as it will be requiredduring your tenure on the job. Preferred Qualifications: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 leverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate PlanningAbility to adapt and implement change as the market and business conditions evolve Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situationDesire to provide an outstanding investor experience in additionalto furthering your own professional development in Wealth Management. Pursuant toSAFE 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 requiredto register and to submitto the required SAFE Act background check and registration processWhat'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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance