Senior Financial Consultant: Wealth Planning & Growth

Charles Schwab; Broomall (PA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation + volunteering

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab's branch team delivers holistic financial guidance focused on investing, retirement readiness, and education goals for clients. As a Financial Consultant, you’ll guide clients with clarity and empathy, leveraging a solid book of business and Schwab resources.

You will begin with an existing client book, complete Wealth Management University training, and participate in a bootcamp before continuing with mentorship and branch development to advance your career.

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
• CFP® Certification is a plus. Tuition Reimbursement and internal CFP Cohort Program are available

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business.
• Build and deepen client relationships through thoughtful, proactive communication and personalized financial guidance.
• Communicate market trends, investment principles, and planning options to help clients achieve their goals.
• Collaborate with Schwab specialists to deliver holistic wealth management solutions

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Job description

Charles Schwab's branch team delivers holistic financial guidance focused on investing, retirement readiness, and education goals for clients. As a Financial Consultant, you’ll guide clients with clarity and empathy, leveraging a solid book of business and Schwab resources.

You will begin with an existing client book, complete Wealth Management University training, and participate in a bootcamp before continuing with mentorship and branch development to advance your career.