Senior Financial Consultant - Wealth & Client Growth

Charles Schwab; Milpitas (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) match

PTO

Sabbatical

Tuition Reimbursement

Health Insurance

Job summary

Charles Schwab invites experienced Financial Consultants to join a growth-focused team dedicated to holistic wealth management. You’ll start with an established book of clients, building trusted relationships and guiding investment decisions with clear, empathetic communication.

You will complete comprehensive training through Wealth Management University, then advance along a four-level career path with mentoring from leaders and peers, supported by a strong compensation plan and ongoing

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 your tenure on the job.
• CFP Certification is a plus. Tuition reimbursement and internal CFP Cohort Program available.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Develop and maintain trusted relationships with clients, providing ongoing wealth guidance.
• Offer retirement, education, and investment planning aligned with client goals.

Skills

Relationship building

Sales

Communication

Financial acumen

Education

FINRA Series 7

Series 66 (63/65)

Life & Health Insurance

Tools

CRM tools

Job description

Charles Schwab invites experienced Financial Consultants to join a growth-focused team dedicated to holistic wealth management. You’ll start with an established book of clients, building trusted relationships and guiding investment decisions with clear, empathetic communication.

You will complete comprehensive training through Wealth Management University, then advance along a four-level career path with mentoring from leaders and peers, supported by a strong compensation plan and ongoing