VP, Financial Consultant - Atlanta, GA (Cobb County)

Overview

Position Type: Regular

Location: Atlanta, GA 30361

Schwab professionals are empowered to make an impact on their careers. This environment blends innovative thinking with practical problem solving to challenge the status quo and advance the finance industry. The branch team sits at the core of Schwab’s commitment to helping clients secure their financial futures. In this role, you will provide financial guidance to clients while building enduring relationships grounded in trust and mutual goals. You will also have the opportunity to steer your professional journey within a supportive, collaborative culture and a broad spectrum of career paths. As a Financial Consultant, you will work with existing Schwab clients to deliver wealth management and financial planning advice, expanding your practice over time through asset consolidation, networking, and client referrals. If you already hold securities licenses, thrive in a team setting, and share a passion for client service, this opportunity aligns with your goals.

Required Qualifications

• A valid and active FINRA Series 7 license is required.
• You will need to obtain FINRA Series 66 (63/65) license and Life and Health Insurance licensing during your tenure.

Preferred Qualifications

• Ability to build strong relationships, foster trust, engage clients, and deepen the client relationship through focused communication, while consistently exceeding expectations.
• Willingness to leverage Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward their goals.
• Openness to manage wealth on behalf of clients across Retirement Planning, Education Planning, Investment Management, Banking and Lending, Insurance and Risk Management, and Estate Planning.
• Ability to adapt and implement change as the market and business conditions evolve.
• Commitment to community engagement to discuss market conditions, sound investing principles, and long-term wealth strategies tailored to each client.
• Desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management.

What’s in it for you

At Schwab, you are empowered to shape your future. The firm supports growth through meaningful work, continuous learning, and a culture of trust and collaboration, enabling you to develop skills that create a lasting impact.

• 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