Senior Financial Consultant - Growth, Planning, Impact

Charles Schwab; Sarasota (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Paid time off and sabbatical program

Tuition reimbursement

Job summary

Charles Schwab is seeking a Financial Consultant to manage a book of clients, delivering holistic financial guidance including investing, retirement readiness, and education goals. You will build lasting client relationships within a Schwab branch, starting with an existing client base and advancing through a structured development path.

The role emphasizes relationship-building, planning expertise, and a client-centered approach, with a competitive base salary and incentive plan that rewards

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 and encouraged for professional development.

Responsibilities

• Business development: engage existing and prospective clients and grow relationships.
• Relationship building: foster trust through client communication and collaboration with Schwab specialists.
• Investment strategies and financial planning: apply retirement, education, banking, lending, insurance, and estate planning knowledge.

Skills

FINRA Series 7 license

FINRA Series 66 license

CFP Certification

Job description

Charles Schwab is seeking a Financial Consultant to manage a book of clients, delivering holistic financial guidance including investing, retirement readiness, and education goals. You will build lasting client relationships within a Schwab branch, starting with an existing client base and advancing through a structured development path.

The role emphasizes relationship-building, planning expertise, and a client-centered approach, with a competitive base salary and incentive plan that rewards