VP, Financial Consultant- Buffalo, NY

Overview

Position type: Regular. Compensation: In addition to the salary range, this role is eligible for bonus or incentive opportunities.

At Schwab, you have the opportunity to influence your career trajectory. Our culture blends innovative thinking with practical problem solving to challenge the status quo and transform the financial services industry. The Schwab branch team is central to helping clients secure their financial futures. In this role, you will provide financial guidance to clients and build lasting relationships founded on trust, respect, and shared goals. You’ll also have the chance to guide your own professional development within a supportive, collaborative environment that offers diverse career paths.

As a Financial Consultant at Schwab, you will work with existing Schwab clients to deliver 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 collaboration in a team setting, and share our commitment to servicing clients, this role is for you.

Location: Amherst, NY 14226

What you have

Required Qualifications

• A valid and active FINRA Series 7 license
• Anticipated requirement to obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses during tenure
• Pursuant to SAFE Act requirements, all employees engaged in residential mortgage originations must register with the NMLS registry and remain in good standing, including completing the required background check

Preferred Qualifications

• Ability to build strong relationships, foster trust, and deepen client engagement by applying a focused client communication strategy and exceeding expectations
• Willingness to leverage Schwab specialists, follow Schwab advice guidelines, apply market knowledge, and inspire clients to progress toward their goals
• Openness to manage clients’ wealth across 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 and discussing market conditions, sound investing principles, and long-term wealth strategies with clients
• Desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management

What’s in it for you

At Schwab, you’re empowered to shape your future. We support your growth through meaningful work, ongoing learning, and a culture of trust and collaboration—so you can develop the skills to 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