Senior Financial Consultant & Client Growth Advisor

Charles Schwab Corporation; Birmingham (AL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Tuition Reimbursement

CFP Cohort Program

Wealth Management University Training

Job summary

Charles Schwab Corporation seeks a Financial Consultant to blend planning expertise with holistic financial guidance, serving clients on investing, retirement readiness, and education goals.

You’ll start with an existing book of Schwab clients to build relationships, deepen connections, and expand your practice while advancing through a defined career path with mentorship and structured development.

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 66 (63/65) license and Life & Health Insurance will be required during tenure.
• CFP certification is a plus; Tuition Reimbursement and internal CFP Cohort Program are available.

Responsibilities

• Business development: engage existing and prospective clients through warm outreach and active selling.
• Relationship building: foster client trust with focused communication and collaboration with Schwab specialists.
• Investment planning: apply planning and investment knowledge across retirement, education, banking and lending, insurance, and estate planning.

Skills

FINRA Series 7

FINRA Series 66 (63/65)

CFP Certification

Job description

Charles Schwab Corporation seeks a Financial Consultant to blend planning expertise with holistic financial guidance, serving clients on investing, retirement readiness, and education goals.

You’ll start with an existing book of Schwab clients to build relationships, deepen connections, and expand your practice while advancing through a defined career path with mentorship and structured development.