Senior Active Trader Wealth Advisor

Charles Schwab Corporation; Austin (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

Charles Schwab Corporation in Austin, Texas is seeking a VP, Active Trader Financial Consultant to grow an affluent wealth management practice and deepen client relationships. You will develop and execute a business plan to attract new clients, provide investment strategies and planning‑based wealth management, and guide clients through trading tools and services.

The role requires a bachelor’s degree or equivalent, active Series 7 and Series 66 licenses (66 may be obtained within 90 days), and

Qualifications

• Bachelor’s degree or equivalent work‑related experience.
• Active Series 7 license required.
• Active Series 66 (63/65) license required (may be obtained within 90 days).
• Active Life and Health Insurance license required (may be obtained within 120 days).
• Minimum four years of financial services experience working with retail clients.

Responsibilities

• Practice a consultative, goal‑based wealth management approach to assess and meet client needs.
• Provide investment advice and coaching on trading strategies.
• Build and deepen client relationships to drive referrals and asset consolidation.
• Maintain knowledge of markets, trading platforms, and Schwab offerings.
• Engage with clients to foster trust and client satisfaction.

Skills

Consultative selling

Interpersonal skills

Communication skills

Client relationship building

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab Corporation in Austin, Texas is seeking a VP, Active Trader Financial Consultant to grow an affluent wealth management practice and deepen client relationships. You will develop and execute a business plan to attract new clients, provide investment strategies and planning‑based wealth management, and guide clients through trading tools and services.

The role requires a bachelor’s degree or equivalent, active Series 7 and Series 66 licenses (66 may be obtained within 90 days), and