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VP, Financial Consultant - Sandestin, FL

Date Posted: Jun 29, 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 27, 2026
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Job Description

Overview

As a VP, Financial Consultant at Charles Schwab in Sandestin, FL, you will provide wealth management and financial planning advice to existing clients while forming lasting relationships built on trust. This role empowers you to take charge of your professional journey within a supportive culture focused on innovative solutions in the finance industry.

Key responsibilities

  • Provide financial guidance to clients
  • Form lasting relationships with clients based on trust and respect
  • Grow your practice through client asset consolidation and referrals
  • Coordinate with Schwab specialists to optimize client strategies
  • Manage various aspects of client wealth including retirement planning and investment management
  • Engage with the community to discuss market conditions and investment strategies

Required skills

  • Valid and active FINRA Series 7 license
  • FINRA Series 66 (63/65) license and Life & Health Insurance (to be obtained)
  • Strong relationship-building and client communication skills
  • Knowledge of market conditions and wealth management principles
  • Ability to adapt to changing market and business environments

What the company offers

  • 401(k) with company match
  • Employee stock purchase plan
  • Paid vacation, volunteering time, and 28-day sabbatical every 5 years
  • 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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