Senior Financial Consultant & Wealth Advisor

ISHE; Boise (ID); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Financial Consultant in Boise, Idaho to provide wealth management guidance to existing clients, expanding relationships through asset consolidation and referrals. The role offers bonus opportunities and a supportive culture, with potential to advance professionally within a collaborative team of Schwab specialists and advisors.

The position emphasizes building lasting client relationships, delivering personalized financial planning, and contributing to the growth of Schwab's

Qualifications

• Ability to build strong client relationships and trust.
• Strong communication to exceed client expectations.
• Willingness to learn and leverage Schwab specialists and guidelines.

Responsibilities

• Provide wealth management and financial planning advice to existing Schwab clients.
• Grow client practice through asset consolidation and referrals.
• Help clients progress toward their financial goals with a fiduciary approach.

Skills

Relationship building

Client communication

Wealth management knowledge

Adapt to change

Community engagement

Tools

FINRA Series 7 license

Job description

Schwab is seeking a Financial Consultant in Boise, Idaho to provide wealth management guidance to existing clients, expanding relationships through asset consolidation and referrals. The role offers bonus opportunities and a supportive culture, with potential to advance professionally within a collaborative team of Schwab specialists and advisors.

The position emphasizes building lasting client relationships, delivering personalized financial planning, and contributing to the growth of Schwab's