Charles Schwab · 20 hours ago
VP, International Financial Consultant- Asia Pacific Region
Orlando, FL
Full-time
Hybrid
Mid, Senior Level
5+ years expCharles Schwab is a leading financial services firm dedicated to empowering investors with the tools to trade globally. They are seeking an International Financial Consultant for the Asia Pacific region to manage high net worth international clients, develop relationships, and navigate the complexities of the US markets. The role involves proactive client engagement and business development activities to ensure client satisfaction and retention.
Financial Services
Responsibilities
As a regional Financial Consultant, you will be the dedicated relationship point of contact for your assigned clients
In this role you will help your assigned practice clients navigate the US markets, identify their financial goals, and find the appropriate products and services through Schwab
Since your clients are located across multiple jurisdictions over a large geographic area, your contact will mostly be over the phone or through video meetings
Understanding the unique needs of these multiple jurisdictions is critical and will require flexibility in terms of scheduling client meetings, outbound calling, and practice engagement time
This is a high-contact and high-activity role where scheduling working hours based on the needs of your clients will be required
To that end, it will be common practice to sometimes start your day early or late to ensure you are meeting client’s preferred contact time
You will manage a large client practice in this role
Contacting these clients to understand their needs and contact preferences is key to being successful and ensuring you maintain the expected practice penetration levels
Additionally, you will work to grow your active practice through ongoing proactive business development, building trust, and earning a strong referral network
Qualification
Required
Bachelor's degree or equivalent experience
In addition to English, must be proficient in Mandarin
Series 7 and 66 (or 63 & 65) required (May be obtained under a condition of employment within the first 120 days)
5+ years' direct international client experience and an equivalent level of knowledge of securities industry required
3+ years' demonstrated experience introducing advisory products and services to international clients (SAN, SWA, MAS, etc…) required
Extensive knowledge of the intricacy of working with international clients, jurisdictional nuances, tax impacts, foreign regulatory impacts, product availability and the requirements of servicing non-US customers
The ability to organize and structure your day to be productive; including block-scheduling to ensure unique phone-based contact is performed each day for both lead follow-up and practice contact
Expertise in identifying client needs, building trust-based relationships, displaying client empathy, and superior relationship-management
Ability to manage a large book of clients through high client contact and engagement
Preferred
College for Financial Planning designations (CFP, AAMS, AWMA, etc..) are preferred
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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