Financial Consultant: Grow Your Client Book and Impact

Charles Schwab Corporation; Westlake (OH); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Wealth Management University training

Tuition reimbursement for CFP cohort

Career development & mentorship

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to guide clients through investing, retirement planning, and education goals with empathy and clarity.

You’ll start with an existing client base and receive comprehensive training via Wealth Management University, followed by hands-on mentorship within your branch to grow your book of business and advance along Schwab’s four‑level career track.

Qualifications

• Must hold active FINRA Series 7 license and Series 66 (63/65) during tenure.
• Licenses include Life & Health Insurance; CFP is a plus and supports career development.

Responsibilities

• Provide holistic financial guidance including investing, retirement readiness and education goals.
• Proactively grow a book of business through warm outreach and client relationship management.
• Collaborate with Schwab specialists and mentors to deliver an outstanding investor experience.

Skills

Business Development

Relationship Building

Investment Strategies

Education

FINRA Series 7 license required

FINRA Series 66 (63/65) required

Life & Health Insurance license required

CFP Certification is a plus

Job description

Charles Schwab Corporation is seeking a Financial Consultant to guide clients through investing, retirement planning, and education goals with empathy and clarity.

You’ll start with an existing client base and receive comprehensive training via Wealth Management University, followed by hands-on mentorship within your branch to grow your book of business and advance along Schwab’s four‑level career track.