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VP, Financial Consultant - Sandestin, FL

Date Posted: Jun 26, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Destin, Florida, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 25, 2026
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Job Description

Overview

As a VP, Financial Consultant at Charles Schwab in Sandestin, FL, you will provide financial guidance to existing clients, focusing on wealth management and financial planning. This role emphasizes building strong, trusting relationships with clients while helping them achieve their financial goals through various financial strategies and services.

Key responsibilities

  • Provide wealth management and financial planning advice to existing clients
  • Build lasting relationships based on trust and mutual goals
  • Grow practice through client asset consolidation and referrals
  • Engage in proactive client communication strategies
  • Manage wealth across various areas including retirement, education, investment, and insurance
  • Adapt to changing market and business conditions
  • Foster community engagement through discussions about investing principles and market conditions

Required skills

  • Valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
  • Strong relationship-building skills
  • Ability to leverage resources and teamwork
  • Knowledge of markets and investment strategies
  • Passion for providing outstanding investor experience

What the company offers

  • 401(k) with company match
  • Employee stock purchase plan
  • Paid time for vacation and volunteering
  • 28-day sabbatical after every 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Skills Required

Company Overview

Charles Schwab
Destin, Florida, United States of America
57 Current Jobs Openings

Charles Schwab is a financial services company that provides brokerage, banking, and investment advisory services. It is known for its innovative approach in the financial industry and its commitment to client success and financial wellness. Read More

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