Vice President of Wealth Advisory

2 months ago


Kansas City, Missouri, United States Charles Schwab Full time

Your Opportunity

At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance sector collaboratively.

The branch team at Schwab is central to our dedication to assisting clients in taking charge of their financial futures. In this dynamic position, you will provide clients with financial insights while cultivating enduring relationships grounded in trust, respect, and shared objectives. You will also have the opportunity to steer your own professional journey within our supportive and diverse environment.

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

What You Bring

Required Qualifications:

  • A valid and active FINRA Series 7 license is mandatory.
  • You will need to obtain or acquire the FINRA Series 66 (63/65) license and Life & Health Insurance during your employment.

Preferred Qualifications:

  • Strong relationship-building skills, with the ability to foster trust and enhance client relationships through effective communication strategies and by exceeding client expectations.
  • Ideal candidates will learn to utilize our team of Schwab specialists, Schwab advice guidelines, market knowledge, and their ability to motivate action to assist clients in achieving 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.
  • Capacity to adapt and implement changes as market and business conditions evolve.
  • A passion for community engagement, facilitating discussions with clients about market trends, sound investment principles, and optimal wealth and long-term investment strategies tailored to their individual circumstances.
  • A desire to deliver an exceptional investor experience while advancing your own professional development in Wealth Management.
  • In accordance with SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry system and maintain good standing. Registration and compliance with the SAFE Act background check and registration process will be required.

Why Choose Us?

Our motto, Own Your Tomorrow, encapsulates our mission. We are dedicated to helping our employees unlock their potential and realize their aspirations. Our team plays a pivotal role in transforming a multi-trillion-dollar industry, creating a more modern approach to building and managing wealth.

Benefits: A competitive and flexible benefits package designed to empower you today and in the future. We offer a comprehensive benefits package to help you maximize your work-life balance and personal fulfillment.



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