Senior Financial Consultant – Wealth & Client Growth

Charles Schwab; Honolulu (HI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Stock purchase plan

Paid vacation and sabbatical after 5+?

Paid parental leave and family‑buildng

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Honolulu is seeking a Financial Consultant to provide wealth management and financial planning guidance to Schwab clients. You will grow your practice through client assets, networking, and referrals, forming trusted relationships with clients and collaborating with Schwab specialists to help clients reach their goals.

Ideal candidates will bring active FINRA Series 7, with progression toward Series 66 and Life & Health Insurance licenses during tenure, and enjoy a

Qualifications

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

Responsibilities

• Provide wealth management and financial planning advice to Schwab clients.
• Grow your practice over time through client asset consolidation, networking, and referrals.
• Build lasting relationships with clients based on trust and shared goals.
• Collaborate with Schwab specialists to deliver sound investment guidance and progress toward client goals.

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

Job description

Charles Schwab in Honolulu is seeking a Financial Consultant to provide wealth management and financial planning guidance to Schwab clients. You will grow your practice through client assets, networking, and referrals, forming trusted relationships with clients and collaborating with Schwab specialists to help clients reach their goals.

Ideal candidates will bring active FINRA Series 7, with progression toward Series 66 and Life & Health Insurance licenses during tenure, and enjoy a