Senior Financial Consultant: Grow Your Client Book

Charles Schwab; Corte Madera (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant in Corte Madera, CA, to combine planning expertise with holistic guidance in investing, retirement readiness, and education goals. You’ll start with an established book of Schwab clients and grow your practice by deepening client relationships and delivering tailored financial strategies.

The role includes comprehensive training through Wealth Management University, a four‑week virtual program, followed by hands‑on mentorship and ongoing

Qualifications

• Licenses required for the Financial Consultant role.
• Industry licenses and certifications in financial planning.
• Certifications help guide investment decisions and client planning.

Responsibilities

• Proactively build and expand the client book through targeted outreach.
• Develop trustful relationships and provide ongoing guidance to clients.
• Deliver comprehensive investment strategies and financial planning aligned with client goals.

Skills

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance

CFP Certification

Job description

Charles Schwab is seeking a Financial Consultant in Corte Madera, CA, to combine planning expertise with holistic guidance in investing, retirement readiness, and education goals. You’ll start with an established book of Schwab clients and grow your practice by deepening client relationships and delivering tailored financial strategies.

The role includes comprehensive training through Wealth Management University, a four‑week virtual program, followed by hands‑on mentorship and ongoing