Senior Financial Consultant — Wealth Strategy & Growth
Charles Schwab
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Benefits offered by this job
Job summary
Charles Schwab in Albuquerque, NM is seeking a Financial Consultant who blends planning expertise with holistic financial guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients' financial decisions. You'll complete Wealth Management University's four-week virtual training, followed by a bootcamp and ongoing mentorship.
The four-level career track offers advancement, with a base salary plus an incentive plan and unlimited earning potential
Qualifications
- A valid and active FINRA Series 7 license is required.
- FINRA Series 66 (63/65) license and Life & Health Insurance are required during tenure.
- CFP Certification is a plus; tuition reimbursement and CFP Cohort program support development.
Responsibilities
- Proactively engage in warm outreach to existing and prospective clients to grow the book of business and strengthen relationships.
- Discuss market conditions, investing principles, and wealth strategies to suit personal goals.
- Deliver outstanding investor experience while pursuing professional development in Wealth Management.
- Collaborate with Schwab specialists and adhere to guidance to help clients progress toward their goals.
Skills
Education
Job description
Charles Schwab in Albuquerque, NM is seeking a Financial Consultant who blends planning expertise with holistic financial guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients' financial decisions. You'll complete Wealth Management University's four-week virtual training, followed by a bootcamp and ongoing mentorship.
The four-level career track offers advancement, with a base salary plus an incentive plan and unlimited earning potential
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