Senior Financial Consultant, Wealth Planning & Growth

Charles Schwab Corporation; San Francisco (CA); On-site; USD 75,000 - 120,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures with planning expertise across investing, retirement readiness, and education goals. You’ll start with an existing client book, deepen relationships, and guide clients through life’s financial decisions with clear, empathetic guidance.

You’ll receive Schwab training through Wealth Management University, a multi-stage development path, mentorship, and strong earning potential as you grow your

Qualifications

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

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients.
• Grow the book of business and strengthen client relationships through thoughtful guidance.
• Educate clients on market conditions, investing principles and long-term strategies.

Skills

Business Development

Relationship Building

Investment Strategies and Financial Pl

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

CFP Certification

Job description

Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures with planning expertise across investing, retirement readiness, and education goals. You’ll start with an existing client book, deepen relationships, and guide clients through life’s financial decisions with clear, empathetic guidance.

You’ll receive Schwab training through Wealth Management University, a multi-stage development path, mentorship, and strong earning potential as you grow your