VP Financial Consultant - Plano, TX
Charles Schwab • Plano, TX • Posted July 15, 2026
About the Role
**Your opportunity**
**Your Opportunity**
Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
**Why** **you’re** **set up for success**
You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
+ **Schwab** **Training and Development**
To set you up for success, you’ll complete our comprehensive training through Wealth Management University...
**Your Opportunity**
Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
**Why** **you’re** **set up for success**
You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
+ **Schwab** **Training and Development**
To set you up for success, you’ll complete our comprehensive training through Wealth Management University...