Senior Financial Consultant: Wealth Planning & Growth

Charles Schwab Corporation; Vancouver (WA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Training and development

Tuition reimbursement

Mentorship program

Job summary

Charles Schwab Corporation in the United States is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, serving as a trusted partner for clients.

You’ll start with an existing book of Schwab clients, build lasting relationships, and advance through a four-level track with strong mentoring and development opportunities, training via Wealth Management University.

Qualifications

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

Responsibilities

• Proactively engage warm outreach to existing and prospective clients to grow the book of business.
• Provide holistic financial guidance including investing, retirement readiness, and education planning.
• Collaborate with Schwab specialists to deliver exceptional investor experience for clients.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Education

CFP Certification

Job description

Charles Schwab Corporation in the United States is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, serving as a trusted partner for clients.

You’ll start with an existing book of Schwab clients, build lasting relationships, and advance through a four-level track with strong mentoring and development opportunities, training via Wealth Management University.