Employee Financial Planner & Wealth Advisor

Charles Schwab Corporation; Westlake (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

Charles Schwab Corporation seeks an Investment Consultant to provide financial planning guidance to Schwab employees and their families, covering retirement, education, investments, estate planning, and related needs. You will deliver tailored wealth management solutions aligned with firm guidelines.

The role requires solid client relationship skills, strong industry knowledge, and licenses (Series 7 and Series 66) with life/health insurance capability, possibly obtained after hire.

Qualifications

• Bachelor's degree required or relevant work experience.
• FINRA Series 7 license required.
• FINRA Series 66 license required (can be obtained as a condition of employment)
• Insurance – Life and Health license required (can be obtained as a condition of employment)
• Proven success in developing and managing client relationships
• Strong industry and market knowledge

Responsibilities

• Provide financial planning guidance to Schwab employees and their families.
• Offer comprehensive wealth management services including retirement, education, investments, estate and income planning.
• Adhere to firm philosophy, policies and guidelines in client meetings and recommendations.

Skills

FINRA Series 7 license

FINRA Series 66 license

Client relationship management

Industry knowledge

Communication skills

Education

Bachelor's degree or equivalent work experience

Job description

Charles Schwab Corporation seeks an Investment Consultant to provide financial planning guidance to Schwab employees and their families, covering retirement, education, investments, estate planning, and related needs. You will deliver tailored wealth management solutions aligned with firm guidelines.

The role requires solid client relationship skills, strong industry knowledge, and licenses (Series 7 and Series 66) with life/health insurance capability, possibly obtained after hire.