Bonus-Eligible Active Trader Wealth Consultant

Charles Schwab Corporation; Chicago (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab Corporation in Chicago is seeking a VP, Active Trader Financial Consultant to grow an affluent wealth management practice. You will work with clients over the phone or video and on-site to deliver investment strategies, planning-based wealth management, and comprehensive financial services.

The role emphasizes consultative dialog, risk awareness, and education, with licenses required (Series 7, 66, Life/Health).

Qualifications

• Bachelor’s degree or equivalent work-related experience.
• Active Series 7 license required.
• Active Series 66 license required (may be obtained within 90 days).
• Active Life and Health Insurance license required (may be obtained within 120 days).

Responsibilities

• Practice a consultative, goal-based wealth management approach to assess client needs.
• Provide investment advice and coaching on trading strategies and education.
• Increase brand awareness and solicit referrals through relationships with centers of influence.
• Execute a client relationship management process to delight, refer, and retain clients for life.
• Engage with clients to build trust and retention, driving positive feedback and referrals.
• Deepen client relationships using planning tools and firm resources.
• Build relationships with key business partners across the firm to boost results.
• Maintain knowledge of markets, trading tools, and Schwab products offered.
• Understand and apply the trader value proposition to benefits for each client.

Skills

Consultative selling

Relationship management

Communication skills

Financial services knowledge

Client engagement

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab Corporation in Chicago is seeking a VP, Active Trader Financial Consultant to grow an affluent wealth management practice. You will work with clients over the phone or video and on-site to deliver investment strategies, planning-based wealth management, and comprehensive financial services.

The role emphasizes consultative dialog, risk awareness, and education, with licenses required (Series 7, 66, Life/Health).