Senior Financial Consultant & Wealth Planner

Charles Schwab Corporation; Reston (VA); Presencial; USD 80.000 - 140.000; Jornada completa

Descripción de la vacante

Charles Schwab Corporation is seeking a Financial Consultant to deliver holistic financial guidance, grow a book of business, and guide clients through retirement, education, and investing decisions. You will complete rigorous training and advance along a four-level track with ample mentorship and development opportunities.

You will engage with clients, build relationships, and collaborate with Schwab specialists to deliver tailored investment strategies.

Formación

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Communicate market insights and investing principles to clients to support informed decisions.
• Provide outstanding investor experiences while pursuing ongoing professional development.
• Build trust and relationships through focused client communication and proactive service.
• Collaborate with Schwab specialists to guide clients toward their financial goals.

Responsabilidades

• Develop and manage a growing book of business through client engagement.
• Deliver holistic financial guidance including retirement, education, and wealth planning.
• Leverage Schwab resources and guidelines to help clients progress toward goals.
• Maintain high standards of client service and ethical practice.
• Stay current on market conditions and investment strategies to educate clients.

Conocimientos

Business Development

Relationship Building

Investment Planning

Educación

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance license

CFP Certification (preferred)

Descripción del empleo

Charles Schwab Corporation is seeking a Financial Consultant to deliver holistic financial guidance, grow a book of business, and guide clients through retirement, education, and investing decisions. You will complete rigorous training and advance along a four-level track with ample mentorship and development opportunities.

You will engage with clients, build relationships, and collaborate with Schwab specialists to deliver tailored investment strategies.