Search jobs About Us Career Areas Life at Schwab Early Careers Joining Schwab Saved Jobs(0) Returning candidate login We can move an entire industry forward when we lead the way together. VP, Financial Consultant - Ardmore, PA/ Philadelphia, PA/ Marlton, NJ Ardmore, PA ; Philadelphia, PA ; Marlton, NJ Requisition

ID 2026-124012

Category Retail Branch Position type Regular Pay range USD $75,000.00 - $95,000.00 / Year Application deadline 2026-07-30 Apply Save job Your opportunity Schwab's branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy. Why you're set up for success You'll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve. Schwab Training and Development To set you up for success, you'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklongbootcamp to connect with peers and learn from experts. After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You'll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals. Career Pathing As your career evolves, Schwab's four-level Financial Consultant track offers a clearpath for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community. You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time. Competitive Compensation This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time. Investment Professionals' Compensation | Charles Schwab ( opens in new window) What you have The expertise you bring: A valid and active FINRA Series 7 license required Obtaining or acquiringFINRA Series 66 (63/65) license and Life & Health Insurance as it will berequired during your tenure on the job. CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program) The skills you bring: Business Development Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships. Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management Relationship Building Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients'progress toward achieving their goals. Investment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including:

Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Ability to adapt and implement change as the market and business conditions evolve. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 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 Apply Save job

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Facebook LinkedIn X Email Eligible Schwabbies receive Medical, dental and vision benefits 401(k) and employee stock purchase plans Tuition reimbursement to keep developing your career Paid parental leave and adoption/family building benefits Sabbatical leave available after five years of employment Schwab Stories There's no better way to discover life at Schwab than hearing it from the amazing people who experience it every day. Learn more Students We're all-in when it comes to developing talent - from internships and academies to our tech leader program. Learn more Diversity and inclusion We make sure everyone feels valued, supported, and welcomed. Because that's what moves us forward. Learn more Latest jobs Solutions Architect - Brokerage Services Hyderabad, Telangana, India Save Job Director Legal Counsel, Commercial Transactions Westlake, Texas, United States Save Job Senior Treasury Modeling Researcher Lone Tree, Colorado, United States, Westlake, Texas, United States Save Job Recently viewed jobs Saved jobs Let's connect. Facebook Instagram Glassdoor LinkedIn Join our talent network Sign up Explore our upcoming events View events Returning candidate? Log in Schwab is committed to building an inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to protected veteran or disability status, or any individual's status in any group or class protected by law. Click here to see the policy. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2026 Charles Schwab & Co., Inc, All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. Sitemap Additional Schwab Sites Equal Opportunity Employer Candidate Privacy Notice Cookie Management Charles Schwab Corporation Schwab.com Overview Who We Are What We Do We use cookies and other tracking technologies to support navigation, to improve our products and services, to support our marketing activities and to provide content from third parties.

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