Senior Financial Consultant & Wealth Growth Partner

Charles Schwab; Lone Tree (CO); Presencial; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) match

Employee stock purchase plan

Vacation & volunteering time

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Descripción de la vacante

Charles Schwab in Lone Tree, CO is seeking a Financial Consultant who combines planning expertise with holistic guidance, including investing, retirement readiness, and education goals, to help clients own their financial futures.

You’ll start with an existing book of Schwab clients, build relationships, and advance through a four-level track with training, mentorship, and clear career path, while earning a base salary plus incentive plan.

Formación

• FINRA Series 7 license is required.
• Series 66 (63/65) required during tenure.
• Life & Health Insurance license required during tenure.
• CFP certification is a plus; Tuition Reimbursement & CFP Cohort Program available.

Responsabilidades

• Proactively engage warm outreach to existing and prospective clients, growing the book of business and deepening client relationships.
• Provide holistic financial guidance across investing, retirement planning, education goals, and risk management.
• Collaborate with Schwab specialists to deliver investment guidance and superior investor experience.

Conocimientos

Business Development

Relationship Building

Investment Strategies and Financial Pl

Descripción del empleo

Charles Schwab in Lone Tree, CO is seeking a Financial Consultant who combines planning expertise with holistic guidance, including investing, retirement readiness, and education goals, to help clients own their financial futures.

You’ll start with an existing book of Schwab clients, build relationships, and advance through a four-level track with training, mentorship, and clear career path, while earning a base salary plus incentive plan.