Senior Financial Consultant: Wealth & Retirement Planning

Charles Schwab; San Francisco (CA); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

401(k) with employer match

Employee stock purchase plan

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Job summary

Charles Schwab seeks a Financial Consultant to blend planning expertise with holistic guidance in investing, retirement readiness, and education goals. You will start with an established client book, building relationships and growing your practice within a collaborative branch team.

Training includes Wealth Management University and bootcamps, followed by ongoing mentorship to advance your career and expand your expertise in wealth management.

Qualifications

• Active FINRA Series 7 license required.
• Will obtain FINRA Series 66 (63/65) and Life & Health Insurance during tenure.

Responsibilities

• Develop and manage a book of Schwab clients with guidance from the branch team.
• Engage in warm outreach to existing and prospective clients to grow the book of business.
• Provide holistic financial planning, including retirement, education, and estate planning, with adherence to Schwab guidelines.

Skills

FINRA Series 7

FINRA Series 66 (63/65)

CFP Certification (plus)

Relationship building

Job description

Charles Schwab seeks a Financial Consultant to blend planning expertise with holistic guidance in investing, retirement readiness, and education goals. You will start with an established client book, building relationships and growing your practice within a collaborative branch team.

Training includes Wealth Management University and bootcamps, followed by ongoing mentorship to advance your career and expand your expertise in wealth management.