Senior Financial Consultant & Wealth Growth Leader

Charles Schwab; Miami (FL); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant to serve existing clients with wealth management and financial planning guidance. You will build trusted relationships and help clients work toward their financial goals through thoughtful advice and service.

Key qualifications include a valid FINRA Series 7; Series 66 and Life & Health insurance during tenure. The role offers opportunity for bonus and a comprehensive benefits package.

Qualifications

• A valid and active FINRA Series 7 license is required.
• Obtaining or acquiring FINRA Series 66 (63/65), Life & Health Insurance is required during your tenure on the job.

Responsibilities

• Provide wealth management and financial planning advice to existing Schwab clients.
• Grow the practice through client asset consolidation, networking, and earnings from referrals.

Job description

Charles Schwab is seeking a Financial Consultant to serve existing clients with wealth management and financial planning guidance. You will build trusted relationships and help clients work toward their financial goals through thoughtful advice and service.

Key qualifications include a valid FINRA Series 7; Series 66 and Life & Health insurance during tenure. The role offers opportunity for bonus and a comprehensive benefits package.