Senior Financial Consultant - Wealth & Client Growth

Charles Schwab; Lynnwood (WA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

28-day sabbatical after every 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Lynnwood, WA is seeking a Financial Consultant to provide wealth management and financial planning to existing Schwab clients. You’ll build trusted relationships, offer guidance, and help clients pursue their financial goals.

Over time, you’ll grow your practice through client asset consolidation, networking, and referrals, with support from Schwab specialists and a collaborative, development‑oriented culture.

Qualifications

• A valid and active FINRA Series 7 license required.
• Acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Responsibilities

• Provide wealth management and financial planning advice to Schwab clients.
• Build and deepen client relationships through trust, communication, and goal-focused guidance.
• Grow the practice via asset consolidation, networking, and client referrals with team support.

Skills

FINRA Series 7

FINRA Series 66 (63/65)

Life & Health Insurance

Job description

Charles Schwab in Lynnwood, WA is seeking a Financial Consultant to provide wealth management and financial planning to existing Schwab clients. You’ll build trusted relationships, offer guidance, and help clients pursue their financial goals.

Over time, you’ll grow your practice through client asset consolidation, networking, and referrals, with support from Schwab specialists and a collaborative, development‑oriented culture.