Senior Financial Consultant & Wealth Planner

Charles Schwab Corporation; Ardmore (PA); On-site; USD 70,000 - 120,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, serving as a trusted partner for clients' financial decisions.

You'll start with an existing book of Schwab clients and advance through comprehensive training, mentorship, and a four-level career path in Wealth Management, with a competitive compensation plan and growth opportunities.

Qualifications

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

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
• Build relationships and communicate market conditions, sound investing principles, and long-term wealth strategies to clients.
• Provide outstanding investor experience while developing your own professional growth in Wealth Management.
• Collaborate with Schwab specialists and adhere to advice guidelines to help clients progress toward their goals.

Job description

Charles Schwab Corporation is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, serving as a trusted partner for clients' financial decisions.

You'll start with an existing book of Schwab clients and advance through comprehensive training, mentorship, and a four-level career path in Wealth Management, with a competitive compensation plan and growth opportunities.