Senior Financial Consultant, Wealth Management

Charles Schwab Corporation; Seattle (WA); On-site; USD 85,000 - 120,000; Full time

Job summary

Charles Schwab Corporation in Seattle is seeking a Financial Consultant to provide wealth management guidance to existing Schwab clients and grow a holistic practice through client asset consolidation, networking, and referrals.

Candidates should have active FINRA Series 7 with ongoing pursuit of Series 66 (63/65) and Life & Health Insurance licenses. The role emphasizes relationship-building, collaboration, and long-term client outcomes.

Qualifications

• Active FINRA Series 7 license required.
• Obtaining FINRA Series 66 (63/65) license and Life & Health Insurance during tenure.

Skills

Series 7 license

Series 66 license (63/65)

Job description

Charles Schwab Corporation in Seattle is seeking a Financial Consultant to provide wealth management guidance to existing Schwab clients and grow a holistic practice through client asset consolidation, networking, and referrals.

Candidates should have active FINRA Series 7 with ongoing pursuit of Series 66 (63/65) and Life & Health Insurance licenses. The role emphasizes relationship-building, collaboration, and long-term client outcomes.