Senior Wealth Advisor & Client Growth Partner

Charles Schwab; San Mateo (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off for vacation and volunteering

Health, dental, and vision insurance

Tuition reimbursement

Paid parental leave and family building benefits

4-week sabbatical after 5 years of service

Job summary

A prominent financial services firm in San Mateo seeks a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build strong relationships and empower clients to take charge of their financial futures. The ideal candidate holds a valid FINRA Series 7 license and is committed to client service excellence. Enjoy competitive benefits, a flexible workplace, and the opportunity to make a meaningful impact in the finance industry.

Qualifications

• Passionate about community engagement and client discussions.
• Strong desire for personal and professional development in Wealth Management.
• Ability to leverage Schwab specialists to inspire client actions.

Responsibilities

• Provide financial guidance and build lasting client relationships.
• Grow practice through asset consolidation and networking.
• Manage wealth on behalf of clients including various planning services.

Skills

Building strong client relationships

Client communication strategy

Adapting to market changes

Community engagement

Outstanding investor experience

Education

Valid and active FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

A prominent financial services firm in San Mateo seeks a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build strong relationships and empower clients to take charge of their financial futures. The ideal candidate holds a valid FINRA Series 7 license and is committed to client service excellence. Enjoy competitive benefits, a flexible workplace, and the opportunity to make a meaningful impact in the finance industry.