Tacoma Finance Jobs

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VP, Financial Consultant - Tacoma, WA

Charles Schwab Tacoma, WA

1mo ago

$80k - $105k/yr Full time Charles Schwab Client Relationship Management Consultant

Charles Schwab Client Relationship Management Consultant

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Job Description

Opportunity and role focus

At Schwab, you’ll have the opportunity to influence your career through forward-thinking ideas and practical problem-solving that helps us challenge the status quo and advance the finance industry. The branch team sits at the core of our commitment to empowering clients to secure their financial futures. In this capacity, you’ll provide financial guidance, cultivate relationships built on trust and respect, and pursue shared goals. You’ll also steer your career path within a supportive, collaborative culture offering a wide range of opportunities.

Position Type: Regular

What you’ll do

As a Financial Consultant, you’ll work with an existing client base to provide wealth management and financial planning guidance. Over time, you’ll grow your practice through client asset consolidation, networking, and referrals. If you already hold a securities license, enjoy collaborating in a team environment, and are passionate about serving clients, this role is for you.

Required Qualifications

A valid and active FINRA Series 7 license is required.
On the job, you’ll obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses as part of tenure.

Preferred Qualifications

Ability to build strong relationships, foster trust, engage clients effectively, and deepen connections through focused communication—surpassing client expectations.
Demonstrated ability to leverage Schwab specialists, advisory guidelines, market knowledge, and client motivation to help clients progress toward their goals.
Willingness to manage wealth for clients across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
Adaptability to evolving market conditions and business environment.
Passion for community engagement to discuss market conditions, disciplined investing, and long-term wealth strategies tailored to individual situations.
Desire to deliver an exceptional investor experience while continuing professional development in Wealth Management.

Compensation

In addition to the salary range, this role is eligible for bonus or incentive opportunities. See the Investment Professionals’ Compensation details for more information.

Benefits and perks

401(k) with company match and Employee Stock Purchase Plan
Paid time off 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

Location

Tacoma, WA 98448

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