Senior Wealth Advisor & Client Growth Champion

Charles Schwab; Alpharetta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Alpharetta is seeking a Financial Consultant to provide clients with wealth management and financial planning advice. This role emphasizes building lasting relationships with clients while guiding them through their financial journeys.

As a Consultant, you will utilize your expertise to help clients consolidate assets and navigate market conditions. Required qualifications include a valid FINRA Series 7 license and a strong ability to foster client relationships.

A competitive benefits package is offered, including a 401(k) plan and paid parental leave.

Qualifications

• A valid and active FINRA Series 7 license is required.
• Obtaining or acquiring FINRA Series 66 (63/65) license is required during tenure.
• Ability to manage wealth across various planning areas.

Responsibilities

• Provide financial guidance to clients.
• Grow your practice through client asset consolidation.
• Engage clients in discussions about market conditions.

Skills

Building strong relationships

Client communication strategy

Wealth Management knowledge

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

Job description

Charles Schwab in Alpharetta is seeking a Financial Consultant to provide clients with wealth management and financial planning advice. This role emphasizes building lasting relationships with clients while guiding them through their financial journeys.

As a Consultant, you will utilize your expertise to help clients consolidate assets and navigate market conditions. Required qualifications include a valid FINRA Series 7 license and a strong ability to foster client relationships.

A competitive benefits package is offered, including a 401(k) plan and paid parental leave.