Financial Consultant: Grow Your Client Book & Wealth

Charles Schwab Corporation; Mission Viejo (CA); On-site; USD 85,000 - 135,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic guidance across investing, retirement readiness, and education goals for a growing book of clients.

You’ll start with an existing client base, deepen relationships, and work with a team of mentors to expand your advisory practice while delivering outstanding investor experiences and community impact.

Qualifications

• The candidate must hold a valid FINRA Series 7 license.
• Progress toward or possession of Series 66 (63/65) and Life & Health Insurance is required during tenure.
• CFP certification is a plus and encouraged for professional development.

Responsibilities

• Develop a book of business by building trusted client relationships and delivering holistic financial guidance.
• Communicate investment principles and planning strategies to clients with empathy and clarity.
• Partner with branch team and Schwab specialists to grow client wealth and education.

Skills

Business Development

Relationship Building

Investment Planning

Job description

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic guidance across investing, retirement readiness, and education goals for a growing book of clients.

You’ll start with an existing client base, deepen relationships, and work with a team of mentors to expand your advisory practice while delivering outstanding investor experiences and community impact.