Senior Financial Consultant — Wealth Advisory & Growth

Charles Schwab Corporation; Honolulu (HI); On-site; USD 90,000 - 120,000; Full time

Job summary

Charles Schwab Corporation in Honolulu seeks a Financial Consultant to provide wealth management and financial planning to existing clients, expanding client relationships through asset consolidation and referrals.

The role emphasizes building trust, offering investment guidance, and leveraging Schwab specialists and guidelines while pursuing licensing requirements (Series 7 active, Series 66 and Life & Health Insurance during tenure).

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during tenure.

Responsibilities

• Provide wealth management and financial planning advice to Schwab clients.
• Grow the practice through client asset consolidation, networking, and referrals.

Skills

Relationship building

Client communication

Market knowledge

Wealth management

Tools

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance

Job description

Charles Schwab Corporation in Honolulu seeks a Financial Consultant to provide wealth management and financial planning to existing clients, expanding client relationships through asset consolidation and referrals.

The role emphasizes building trust, offering investment guidance, and leveraging Schwab specialists and guidelines while pursuing licensing requirements (Series 7 active, Series 66 and Life & Health Insurance during tenure).