VP, Financial Consultant - Chestnut Hill, MA

Schwab's Financial Consultant 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 goalsserving as a trusted partner who guides clients through life's financial decisions with clarity and empathy.

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.

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.

As your career evolves, Schwab's four-level Financial Consultant track offers a clear path for advancement, recognition, and leadershipempowering 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.

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

The expertise you bring:

• A valid and active FINRA Series 7 license required
• Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during your tenure on the job
• Obtaining or acquiring 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
• Relationship Building
• Investment Strategies and Financial Planning