VP; Financial Consultant - Atlanta, GA (Midtown)
$150,000–$250,000 year
On-siteAtlanta, Georgia, United States
Job Summary
Proactively engage in warm outreach to existing and prospective clients to grow the book of business while managing wealth across retirement, education, investment, banking, insurance, and estate planning. Apply a focused client communication strategy to deepen relationships and exceed expectations, leveraging Schwab specialists and market knowledge to guide clients through life's financial decisions. Complete comprehensive training through Wealth Management University followed by a weeklong bootcamp, then collaborate closely with branch managers, peers, and mentors for individualized development. This role offers a competitive base salary complemented by a performance-driven incentive plan with unlimited earning potential from day one.
Required Qualifications
- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license
- Obtaining or acquiring Life & Health Insurance license
Desired Qualifications
- CFP® Certification
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