Senior Financial Consultant - Wealth & Planning Leader

Charles Schwab; Tampa (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off & sabbatical after 5 yrs

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant to combine planning expertise with holistic financial guidance including investing, retirement readiness, and education goals. You will start with a book of existing Schwab clients and build lasting relationships in a trust-based advisory role.

You will complete comprehensive training through Wealth Management University, followed by mentorship and a clear four-level career path within the branch.

Qualifications

• Experience in relationship-based financial advisory or wealth management settings.
• Ability to develop and manage a book of business with ongoing client engagement.
• Familiarity with retirement planning, education planning, and investment strategies.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Provide holistic financial guidance including investing, retirement readiness, and education goals.
• Collaborate with Schwab specialists to deliver client-centered investment advice.

Skills

Business Development

Relationship Building

Investment Planning

Client Communication

Job description

Charles Schwab is seeking a Financial Consultant to combine planning expertise with holistic financial guidance including investing, retirement readiness, and education goals. You will start with a book of existing Schwab clients and build lasting relationships in a trust-based advisory role.

You will complete comprehensive training through Wealth Management University, followed by mentorship and a clear four-level career path within the branch.