Senior Financial Consultant – Wealth & Planning

Charles Schwab; Honolulu (HI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Honolulu seeks a Financial Consultant to deliver holistic guidance across investing, retirement readiness, and education goals while serving as a trusted partner for clients. You’ll start with an existing client book and build lasting relationships through thoughtful planning and empathetic service.

You’ll complete Wealth Management University training, then participate in a four-level career track with mentorship and development opportunities, with a compensation plan tied to

Qualifications

• FINRA Series 7 license required.
• Series 66 (63/65) license and Life & Health Insurance knowledge required during tenure.
• CFP Certification is a plus.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Communicate market insights and financial planning guidance to help clients reach goals.
• Collaborate with Schwab specialists and mentors to deliver holistic wealth guidance.

Skills

Business Development

Relationship Building

Investment Strategies

Job description

Charles Schwab in Honolulu seeks a Financial Consultant to deliver holistic guidance across investing, retirement readiness, and education goals while serving as a trusted partner for clients. You’ll start with an existing client book and build lasting relationships through thoughtful planning and empathetic service.

You’ll complete Wealth Management University training, then participate in a four-level career track with mentorship and development opportunities, with a compensation plan tied to