Senior Financial Consultant: Wealth Planning & Advice

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

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+ 

Job summary

Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning guidance to existing Schwab clients. You will grow your practice through asset consolidation, networking, and client referrals while collaborating with a team of Schwab specialists to help clients reach their goals.

The role supports licensing advancement (Series 7 primary; Series 66 and Life & Health insurance as you progress) and offers bonus or incentive opportunities as part of compensation.

Qualifications

• Requires a valid and active FINRA Series 7 license.
• Will require obtaining FINRA Series 66 (63/65) license and Life & Health Insurance during tenure.

Responsibilities

• Provide wealth management and financial planning advice to Schwab clients.
• Grow your practice through client asset consolidation, networking, and referrals.

Skills

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

Job description

Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning guidance to existing Schwab clients. You will grow your practice through asset consolidation, networking, and client referrals while collaborating with a team of Schwab specialists to help clients reach their goals.

The role supports licensing advancement (Series 7 primary; Series 66 and Life & Health insurance as you progress) and offers bonus or incentive opportunities as part of compensation.