Senior Financial Consultant - Wealth & Advisory Leader

Charles Schwab; Seattle (WA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Seattle seeks a Financial Consultant to provide wealth management and financial planning advice to existing clients. You will build lasting relationships through trust and clear communication while working with Schwab specialists to deliver holistic solutions.

This onsite role requires active FINRA Series 7, with Series 66 and Life & Health Insurance licenses to be pursued as needed. You’ll grow your practice through client referrals, asset consolidation, and a client-focused

Qualifications

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

Responsibilities

• Provide wealth management and financial planning advice to existing Schwab clients.
• Grow and manage the client practice through asset consolidation and referrals.
• Collaborate with Schwab specialists to deliver holistic client solutions.
• Deliver trusted guidance while serving clients and adhering to regulations.

Skills

Relationship building

Client communication

Trust development

Client expectations

Job description

Charles Schwab in Seattle seeks a Financial Consultant to provide wealth management and financial planning advice to existing clients. You will build lasting relationships through trust and clear communication while working with Schwab specialists to deliver holistic solutions.

This onsite role requires active FINRA Series 7, with Series 66 and Life & Health Insurance licenses to be pursued as needed. You’ll grow your practice through client referrals, asset consolidation, and a client-focused