Senior Financial Consultant: Wealth, Growth & Client Impact

Charles Schwab; Vancouver (WA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Sabbatical after every 5 years of long

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant to build and deepen relationships with a book of clients, delivering holistic financial guidance across investing, retirement, and education planning. You will receive structured training through Wealth Management University, followed by mentorship and a clear four-level career path.

The role emphasizes relationship-building, ongoing professional development, and a client-centric approach within Schwab’s branch network.

Qualifications

• Active FINRA Series 7 license required.
• Obtaining FINRA Series 66 (63/65) license and Life & Health Insurance during tenure.
• CFP certification is a plus.
• Strong relationship-building and business development skills.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Provide holistic financial guidance including investing, retirement planning, and education planning.
• Collaborate with branch manager and mentors to develop skills and career goals.
• Deliver outstanding investor experience and guide clients through market conditions with sound investing principles.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Tools

FINRA Series 7

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification

Job description

Charles Schwab is seeking a Financial Consultant to build and deepen relationships with a book of clients, delivering holistic financial guidance across investing, retirement, and education planning. You will receive structured training through Wealth Management University, followed by mentorship and a clear four-level career path.

The role emphasizes relationship-building, ongoing professional development, and a client-centric approach within Schwab’s branch network.