Financial Consultant: Wealth Management & Client Growth

Charles Schwab Corporation; Seattle (WA); On-site; USD 70,000 - 100,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant in Seattle to provide wealth management and financial planning guidance to existing clients on-site. The role emphasizes building trusted client relationships, expanding the practice through networking and referrals, and collaborating with Schwab specialists to deliver tailored strategies.

Licensing requirements apply as you progress. You will contribute to helping clients achieve financial goals while advancing your professional

Qualifications

• A valid and active FINRA Series 7 license is required.
• Obtaining FINRA Series 66 (63/65) license and Life & Health Insurance is required during tenure.

Responsibilities

• Provide wealth management and financial planning advice to Schwab clients.
• Grow the client base through networking and referrals.
• Build lasting relationships based on trust and outcomes.
• Collaborate with Schwab specialists and adhere to advice guidelines.

Skills

Relationship building

Client communication

Wealth management

Financial planning

Job description

Charles Schwab Corporation is seeking a Financial Consultant in Seattle to provide wealth management and financial planning guidance to existing clients on-site. The role emphasizes building trusted client relationships, expanding the practice through networking and referrals, and collaborating with Schwab specialists to deliver tailored strategies.

Licensing requirements apply as you progress. You will contribute to helping clients achieve financial goals while advancing your professional