Senior Financial Consultant & Wealth Advisor

Charles Schwab; Town of Middleton (WI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Town of Middleton, Wisconsin seeks a Financial Consultant to provide wealth management and financial planning advice. This role requires a valid FINRA Series 7 license and the ability to build strong client relationships. Responsibilities include financial guidance, client asset consolidation, and engaging in community discussions about investment strategies. The position offers a competitive benefits package, including 401(k) matching and paid parental leave.

Qualifications

• Valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance.

Responsibilities

• Give clients financial guidance while forming lasting relationships.
• Grow your practice holistically through client asset consolidation.
• Manage wealth on behalf of clients, including retirement and estate planning.

Skills

Relationship Building

Communication Strategy

Client Engagement

Wealth Management

Investment Management

Tools

FINRA Series 7

FINRA Series 66

Life & Health Insurance

Job description

Charles Schwab in Town of Middleton, Wisconsin seeks a Financial Consultant to provide wealth management and financial planning advice. This role requires a valid FINRA Series 7 license and the ability to build strong client relationships. Responsibilities include financial guidance, client asset consolidation, and engaging in community discussions about investment strategies. The position offers a competitive benefits package, including 401(k) matching and paid parental leave.