VP, Financial Consultant - Lynnwood, WA
On-siteLynnwood, Washington, United States
Job Summary
Conduct wealth management and financial planning advice for existing Schwab clients, driving asset consolidation and generating referrals. Manage client portfolios across retirement, education, investment, banking, lending, insurance, and estate planning while leveraging Schwab specialists and market knowledge to inspire action. Maintain active FINRA Series 7 and Series 66 licenses, complete required SAFE Act registration and background checks, and adapt to evolving market conditions. Cultivate lasting relationships through community engagement and client communication strategies to help clients achieve long-term goals.
Required Qualifications
- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
- Ability to register with the NMLS registry system and remain in good standing pursuant to SAFE Act requirements
- Submit to the required SAFE Act background check and registration process
Desired Qualifications
- Enjoy working in a team setting
- Share a passion for serving clients
- Currently have your securities license
- 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
- Ability to adapt and implement change as the market and business conditions evolve
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
- Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management
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