VP, Financial Consultant - Portland, Oregon (Lake Oswego)

**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, a four-week virtual experience led by li...

Ready to Apply?

Submit your application today and join our talented team at Charles Schwab.

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