VP, Financial Consultant - New York, NY (Midtown)

Your opportunity In 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 Schwab At Schwab, you’re empowered 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 to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and shared goals. You’ll also have the ability to take charge of your own professional journey within our supportive, nurturing culture and diverse career opportunities. As a Financial Consultant at Schwab, you will manage existing Schwab clients, providing wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and earning client referrals. If you hold your securities license, enjoy working in a team setting, and share our passion for serving clients — this role is for you. What you have Required Qualifications: 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. Preferred Qualifications: Ability to build strong relationships, engage and encourage trust, and deepen client relationships by applying a focused communication strategy and exceeding expectations. Ability to leverage our team of Schwab specialists, advice guidelines, market knowledge, and inspire client action to help achieve their goals. Openness to managing wealth for clients, including Retirement Planning, Education Planning, Investment Management, Banking & Lending, Insurance & Risk Management, and Estate Planning. Ability to adapt and implement change as market and business conditions evolve. Passion for community engagement to discuss market conditions, sound investing principles, and wealth strategies with clients. Desire to provide an outstanding investor experience while furthering your professional development in Wealth Management. 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 provide the tools to make a positive impact in the finance industry. We offer a competitive

benefits package

that supports your whole well-being: 401(k) with company match and Employee Stock Purchase Plan Paid time for vacation, volunteering, and a 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

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