Senior Financial Consultant & Client Growth Advisor

Charles Schwab Corporation; Austin (TX); On-site; USD 85,000 - 130,000; Full time

Job summary

Charles Schwab Corporation in Austin, TX seeks a Financial Consultant to provide holistic financial guidance, including investing, retirement readiness, and education goals, as a trusted partner for clients.

Starting with an existing client book, you will grow your practice through Schwab training, mentoring, and a four-level career path, with competitive base pay and a commission plan that rewards tenure and growth.

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 66 (63/65) license and Life & Health Insurance required during tenure.
• CFP certification is a plus; tuition reimbursement and CFP cohort program available.

Responsibilities

• Proactively engage existing and prospective clients to grow relationships and drive long-term financial needs.
• Build trust through focused client communication and collaboration with Schwab specialists.
• Apply planning and investment knowledge across retirement, education, banking, lending, insurance and estate planning.

Skills

Business Development

Relationship Building

Investment Planning

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance

CFP Certification

Job description

Charles Schwab Corporation in Austin, TX seeks a Financial Consultant to provide holistic financial guidance, including investing, retirement readiness, and education goals, as a trusted partner for clients.

Starting with an existing client book, you will grow your practice through Schwab training, mentoring, and a four-level career path, with competitive base pay and a commission plan that rewards tenure and growth.