Vice President of Financial Advisory Services

3 weeks ago


Moorestown, United States Charles Schwab Full time

Your Opportunity

At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to challenge the status quo and transform the finance industry collaboratively.

The branch team at Schwab is central to our commitment to helping clients secure their financial futures. In this dynamic role, you will provide clients with financial guidance while cultivating enduring relationships founded on trust, respect, and shared objectives. You will also have the opportunity to steer your own professional journey within our supportive, nurturing culture and diverse career pathways.

As a Financial Consultant at Schwab, you will manage an established portfolio of existing clients, offering them wealth management and financial planning insights. Over time, you will expand your practice holistically through client asset consolidation, networking, and securing client referrals. If you possess a securities license, thrive in a collaborative environment, and share our dedication to client service, this position is tailored for you.

What You Have

Required Qualifications:

  • A valid and active FINRA Series 7 license is mandatory.
  • Acquisition of FINRA Series 66 (63/65) license and Life & Health Insurance will be necessary during your tenure.

Preferred Qualifications:

  • Proven ability to establish strong relationships, foster trust, and enhance client connections through a focused communication strategy that exceeds expectations.
  • Strong candidates will leverage our team of Schwab specialists, adhere to Schwab advice guidelines, and utilize market knowledge to inspire client action toward their goals.
  • Willingness to manage wealth on behalf of clients, including areas such as Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
  • Adaptability to implement changes as market and business conditions evolve.
  • Passion for community engagement to facilitate discussions with clients about market trends, sound investing principles, and optimal wealth and long-term investment strategies tailored to their unique situations.
  • A commitment to delivering an exceptional investor experience while advancing your own professional development in Wealth Management.

Compensation and Benefits

This role is eligible for bonus or incentive opportunities in addition to the salary range.

What’s in it for You

At Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, along with a focus on your development, ensures you have the tools necessary to make a positive impact in the finance industry.

We provide a competitive benefits package that addresses your holistic needs both now and in the future:

  • 401(k) with company match and Employee stock purchase plan.
  • Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions.
  • Paid parental leave and family-building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.

Charles Schwab is an affirmative action employer, committed to employing and advancing qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.



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