Vice President, Financial Consultant Greater Santa Maria, CA Area

The Company is seeking a Financial Consultant to join their branch team. The successful candidate will be a trusted partner, providing holistic financial guidance to clients in the areas of investing, retirement readiness, and education goals. This role is pivotal in helping clients navigate their financial decisions with clarity and empathy. The Financial Consultant will be responsible for combining planning expertise with a thoughtful approach, serving as a guide through various life stages and financial situations. A key aspect of the role is the ability to build and deepen client relationships, with a focus on proactive, warm outreach and maintaining consistent sales activity to grow the book of business. Applicants for the Financial Consultant position at the company should have a valid and active FINRA Series 7 license, with the expectation of obtaining or acquiring a FINRA Series 66 (63/65) license and Life & Health Insurance during their tenure. A CFP® Certification is a plus, and the company encourages professional development in this area. The ideal candidate will have a strong background in business development, a passion for community engagement, and a desire to provide an outstanding investor experience. Relationship building, investment strategies, and financial planning skills are essential, as is the ability to adapt to changing market and business conditions. The role offers a clear path for career advancement and is supported by a comprehensive training and development program.

Hiring Company

Charles Schwab