Senior Financial Consultant - Wealth Planning & Growth

Jobtome; Bensley (VA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+

Tuition reimbursement

Health, dental, and vision insurance

Parental leave and family building

Talent development programs

Job summary

Charles Schwab is seeking a Financial Consultant to join our branch team, delivering holistic financial guidance across investing, retirement readiness, and education planning. You'll start with an existing book of Schwab clients and grow your practice through trusted relationships.

You’ll complete Wealth Management University training, then ongoing mentorship, with a clear four‑level career path and a competitive, incentive‑driven compensation plan.

Qualifications

• A valid and active FINRA Series 7 license required.
• FINRA Series 66 (63/65) license and Life & Health Insurance will be required during tenure.
• CFP certification is a plus.

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.
• Open to managing wealth for clients across retirement, education, investment management, banking & lending, insurance & risk management, and estate planning.
• Collaborate with branch leadership and Schwab specialists to deliver exceptional investor experiences.

Skills

Business Development

Relationship Building

Client Communication

Investing Knowledge

Retirement Planning

Education Planning

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

CFP Certification (preferred)

Job description

Charles Schwab is seeking a Financial Consultant to join our branch team, delivering holistic financial guidance across investing, retirement readiness, and education planning. You'll start with an existing book of Schwab clients and grow your practice through trusted relationships.

You’ll complete Wealth Management University training, then ongoing mentorship, with a clear four‑level career path and a competitive, incentive‑driven compensation plan.