VP; Financial Consultant - Virgina Beach, VA

Location: Virginia Beach, Virginia, United States

Salary: USD 70,000–110,000 per year, plus a performance-driven incentive plan.

Company

Financial services and wealth management organization providing investment and financial guidance to clients.

What you will do

• Provide holistic financial guidance covering investing, retirement readiness, education, insurance, lending, and estate planning.
• Manage and grow a book of existing Schwab clients through warm outreach and ongoing relationship development.
• Discuss market conditions, investing principles, and long-term wealth strategies with clients and prospective clients.
• Build trust through focused client communication and deliver a strong investor experience.
• Work with Schwab specialists and advice guidelines to help clients progress toward their financial goals.
• Adapt financial planning and investment approaches as market and business conditions change.

Requirements

• Valid and active FINRA Series 7 license required.
• Obtain FINRA Series 66, or Series 63/65, and Life & Health Insurance licenses during employment.
• Experience or ability in business development, client communication, relationship building, financial planning, and investment management.
• Ability to engage clients, build trust, and strengthen long-term relationships.
• Openness to managing wealth across retirement, education, investment, banking, insurance, and estate planning needs.

Nice to have

• CFP® certification.
• Interest in completing the internal CFP Cohort Program with tuition reimbursement support.

Culture & Benefits

• Four-week virtual Wealth Management University followed by a weeklong bootcamp.
• Hands-on branch training, mentorship, and ongoing professional development.
• Four-level Financial Consultant career path with opportunities for advancement.
• 401(k) with company match and employee stock purchase plan.
• Health, dental, vision, parental leave, family-building benefits, tuition reimbursement, paid vacation, and volunteering time.
• Eligible employees can receive a 28-day sabbatical after every five years of service.