VP, Financial Consultant - Mt. Kisco, NY
Company: Charles Schwab
Location: Mount Kisco
Posted on: February 2, 2026
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Job Description:
Job Description Position Type: Regular Your opportunity In
addition to the salary range, this role is also eligible for bonus
or incentive opportunities. Investment Professionals' Compensation
| Charles Schwab At Schwab, you’re empowered to make an impact on
your career. Here, innovative thought meets creative problem
solving, helping us “challenge the status quo” and transform the
finance industry together. Schwab’s branch team is at the heart of
our firm’s commitment to helping clients own their financial
futures. In this exciting role, you’ll give clients financial
guidance while forming lasting relationships built on trust,
respect, and reaching a common goal. You’ll also have the ability
to take charge of your own professional journey with our
supportive, nurturing culture and diverse set of career
opportunities. As a Financial Consultant at Schwab, you will be
procured with the practice of existing Schwab clients, providing
them with wealth management and financial planning advice. Over
time, you’ll grow your practice holistically through client asset
consolidation, networking, and earning client referrals. If you
currently have your securities license, enjoy working in a team
setting, and share our passion for serving clients - this role is
for you. What you have Required Qualifications: - A valid and
active FINRA Series 7 license required - Obtaining or acquiring
FINRA Series 66 (63/65) license and Life & Health Insurance as it
will be required during your tenure on the job. Preferred
Qualifications: - 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 client’s progress toward achieving their goals. -
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 - 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. Pursuant to SAFE Act requirements, all employees
engaged in residential loan mortgage originations must register
with the NMLS registry system and remain in good standing. You will
be required to register and to submit to the required SAFE Act
background check and registration process 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
Keywords: Charles Schwab, New York , VP, Financial Consultant - Mt. Kisco, NY, Accounting, Auditing , Mount Kisco, New York
