Senior Financial Consultant & Wealth Advisor

Charles Schwab Inc.; Boise (ID); On-site; USD 90,000 - 130,000; Full time

Job summary

Charles Schwab Corporation in the United States is seeking a Financial Consultant to offer wealth management and financial planning to existing clients. You will build lasting client relationships, guide asset consolidation, and leverage Schwab specialists to help clients reach their goals.

The role emphasizes collaboration, client trust, and ongoing professional development within a supportive culture. A securities license is required with continued licensing goals during tenure.

Qualifications

• A valid and active FINRA Series 7 license is required.
• Obtaining FINRA Series 66 (63/65) license and Life & Health Insurance is required during tenure.

Responsibilities

• Provide wealth management and financial planning advice to existing Schwab clients.
• Grow the practice through client asset consolidation, networking, and referrals.
• Collaborate with Schwab specialists to guide client progress toward goals.

Skills

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance

Relationship building

Client communication

Market knowledge

Job description

Charles Schwab Corporation in the United States is seeking a Financial Consultant to offer wealth management and financial planning to existing clients. You will build lasting client relationships, guide asset consolidation, and leverage Schwab specialists to help clients reach their goals.

The role emphasizes collaboration, client trust, and ongoing professional development within a supportive culture. A securities license is required with continued licensing goals during tenure.