Licensed Wealth Advisor: Client Growth & Planning

Charles Schwab; Woodbury (MN); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

401(k) with match

Employee stock purchase plan

Paid vacation & volunteering

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health/dental/vision insurance

Job summary

Charles Schwab seeks a Financial Consultant to provide wealth management guidance to existing clients, building trusted relationships through thoughtful financial planning and personalized service. You will work with a team of Schwab specialists to deliver comprehensive advice and help clients pursue their long‑term goals.

This role emphasizes growth of your own practice via client asset consolidation, referrals, and networking, with ongoing professional development and access to Schwab’s broad

Qualifications

• Must hold a valid FINRA Series 7 license.
• Pursue Series 66 (63/65) and Life & Health Insurance during tenure.

Responsibilities

• Provide wealth management and financial planning advice to Schwab clients.
• Grow your practice through client asset consolidation, networking and referrals.
• Collaborate with Schwab specialists to deliver trusted guidance.

Skills

Series 7 license

Series 66 license

Life & Health Insurance

Client relationships

Job description

Charles Schwab seeks a Financial Consultant to provide wealth management guidance to existing clients, building trusted relationships through thoughtful financial planning and personalized service. You will work with a team of Schwab specialists to deliver comprehensive advice and help clients pursue their long‑term goals.

This role emphasizes growth of your own practice via client asset consolidation, referrals, and networking, with ongoing professional development and access to Schwab’s broad