Senior Financial Consultant - Wealth Growth & Client Impact

Charles Schwab Corporation; San Ramon (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, helping clients with investing, retirement readiness, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships through strong communication and a client-centric approach.

You will train through Wealth Management University and receive mentorship as you grow your practice, with a clear advancement path and incentive-based

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 66 license and Life & Health Insurance required during tenure.
• CFP certification is a plus; internal development programs offered.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Provide holistic financial guidance including retirement planning, education goals, and investment strategies.
• Collaborate with Schwab specialists and mentors to deliver client-centric solutions and ongoing service.

Skills

Relationship building

Business development

Investment planning

Communication

Job description

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, helping clients with investing, retirement readiness, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships through strong communication and a client-centric approach.

You will train through Wealth Management University and receive mentorship as you grow your practice, with a clear advancement path and incentive-based