Senior Financial Consultant & Wealth Planning Leader

Charles Schwab; Albuquerque (NM); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Stock purchase plan

Paid vacation, volunteering, and sabb…

Job summary

Charles Schwab in Albuquerque, NM seeks a Financial Consultant to guide clients in investing, retirement planning, and education goals with empathy and clarity.

You start with an established book of Schwab clients, building lasting relationships and growing your practice while pursuing ongoing development and mentorship within the branch. Earning potential grows with tenure and performance.

Qualifications

• Active FINRA Series 7 license required.
• Series 66 (63/65) license and Life & Health Insurance required during tenure.
• CFP certification is a plus and encouraged with tuition reimbursement.
• Strong ability to develop client relationships and grow a book of business.

Responsibilities

• Proactively engage warm outreach to existing and prospective clients.
• Provide holistic financial guidance covering investing, retirement, and education goals.
• Collaborate with Schwab specialists to tailor investment strategies.
• Build trust and expand the client base through personalized service.

Skills

Business Development

Relationship Building

Investment Planning

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

CFP Certification

Job description

Charles Schwab in Albuquerque, NM seeks a Financial Consultant to guide clients in investing, retirement planning, and education goals with empathy and clarity.

You start with an established book of Schwab clients, building lasting relationships and growing your practice while pursuing ongoing development and mentorship within the branch. Earning potential grows with tenure and performance.