Senior Wealth Advisor - Active Trader Focus

Charles Schwab Corporation; Omaha (NE); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation in Omaha seeks a VP, Active Trader Financial Consultant to grow an affluent wealth management practice and deepen client relationships. You will develop and execute a business plan to attract new clients, and provide investment strategies, trading tools, and planning‑based wealth management.

Responsibilities include a consultative approach, analyzing client objectives, and coaching on trading strategies.

Qualifications

• Bachelor’s degree or equivalent work‑related experience.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required (may be obtained within a 90‑day condition of employment).
• A valid and active Life and Health Insurance license is required (may be obtained within a 120‑day condition of employment).
• Minimum of four years’ financial services experience working with retail clients and building client relationships.

Responsibilities

• Practice a consultative, goal‑based wealth management approach to meet client needs.
• Provide investment advice and coaching on trading suited to clients’ objectives.
• Expand branch relationships through referrals and centers of influence.
• Manage client relationships to drive referrals and retain clients for life.

Education

Bachelor's degree or equivalent work‑related experience

Tools

Series 7 license

Series 66 license (63/65)

Life and Health Insurance license

Job description

Charles Schwab Corporation in Omaha seeks a VP, Active Trader Financial Consultant to grow an affluent wealth management practice and deepen client relationships. You will develop and execute a business plan to attract new clients, and provide investment strategies, trading tools, and planning‑based wealth management.

Responsibilities include a consultative approach, analyzing client objectives, and coaching on trading strategies.