Senior Financial Consultant: Wealth Builder

The Charles Schwab Corporation; Schaumburg (IL); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical program

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures through holistic guidance, retirement readiness, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships while guiding investment decisions with clarity and empathy.

You’ll complete Wealth Management University training, bootcamp, and ongoing mentorship, with a four-level career track, a competitive base salary plus incentive plan, and

Qualifications

• A valid and active FINRA Series 7 license is required.
• FINRA Series 66 (63/65) qualifications are expected during tenure.
• Life & Health Insurance licensing will be required during employment.
• CFP certification is a plus and supported for development.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions and investing principles to guide clients toward long-term goals.
• Deliver outstanding investor experiences while developing your own wealth-management expertise.
• Collaborate with Schwab specialists to support clients' financial goals and progress.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Client Communication

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification

Job description

The Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures through holistic guidance, retirement readiness, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships while guiding investment decisions with clarity and empathy.

You’ll complete Wealth Management University training, bootcamp, and ongoing mentorship, with a four-level career track, a competitive base salary plus incentive plan, and