Senior Financial Consultant: Build Lasting Client Wealth

Charles Schwab; Chattanooga (TN); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant to help clients own their financial futures through holistic guidance in investing, retirement readiness, and education goals.

You will begin with an existing book of Schwab clients and advance through a four‑week Wealth Management University training, followed by mentorship and branch‑level development to foster growth and leadership in a trusted, community‑mocused practice.

Qualifications

• Valid and active FINRA Series 7 license is required.
• Familiarity with Series 66 licenses (63/65) and Life & Health Insurance will be required during tenure.
• CFP Certification is a plus; tuition reimbursement and internal CFP cohort program offered.

Responsibilities

• Business Development: proactively engage existing and prospective clients to grow relationships and long-term financial needs.
• Relationship Building: build trust through client communication, follow-through, and collaboration with Schwab specialists.
• Investment Strategies & Planning: apply retirement, education, banking and lending, and estate planning knowledge to client goals.

Skills

FINRA Series 7

Series 66 (63/65) license

Life & Health Insurance license

CFP Certification (preferred)

Education

CFP Certification (preferred)

Job description

Charles Schwab is seeking a Financial Consultant to help clients own their financial futures through holistic guidance in investing, retirement readiness, and education goals.

You will begin with an existing book of Schwab clients and advance through a four‑week Wealth Management University training, followed by mentorship and branch‑level development to foster growth and leadership in a trusted, community‑mocused practice.