Financial Consultant: Build Relationships and Planning

Charles Schwab Corporation; Town Center (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant in Town Center, TX. You will combine planning expertise with holistic financial guidance, helping clients with investing, retirement readiness, and education goals.

You’ll start with an established book of clients, building lasting relationships and growing your practice. The role includes comprehensive training through Wealth Management University, mentorship, and a clear four‑level career path with competitive base salary and

Qualifications

• Requires a valid and active FINRA Series 7 license.
• FINRA Series 66 (63/65) license and Life & Health Insurance are required during tenure.
• CFP Certification is a plus; tuition reimbursement and CFP Cohort Program available.

Responsibilities

• Proactively engage existing and prospective clients to grow relationships.
• Provide holistic financial guidance across retirement, education, banking and lending.
• Collaborate with Schwab specialists to meet client goals.
• Build trust and guide clients through financial decisions with clarity and empathy.

Skills

Business Development

Relationship Building

Financial Planning

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

CFP Certification

Job description

Charles Schwab Corporation is seeking a Financial Consultant in Town Center, TX. You will combine planning expertise with holistic financial guidance, helping clients with investing, retirement readiness, and education goals.

You’ll start with an established book of clients, building lasting relationships and growing your practice. The role includes comprehensive training through Wealth Management University, mentorship, and a clear four‑level career path with competitive base salary and