Senior Wealth Advisor & Client Growth Strategist

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

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Atlanta is seeking a Financial Consultant to provide exceptional wealth management and financial planning advice to clients. In this role, you will actively work with clients to help them achieve their financial goals, offering expertise in various areas such as retirement and investment management.

The ideal candidate will have a valid FINRA Series 7 license, excellent relationship-building skills, and a readiness to adapt to changes in the market. A competitive benefits package is offered, emphasizing continuous growth and community engagement.

Qualifications

• Valid FINRA Series 7 license is required.
• Must obtain FINRA Series 66 (or 63/65) license and Life & Health Insurance.
• Ability to adapt to market and business changes.

Responsibilities

• Provide financial guidance to existing Schwab clients.
• Grow practice through client asset consolidation and networking.
• Build lasting relationships based on trust and respect.

Skills

Ability to build strong relationships

Client communication strategy

Openness to manage wealth

Passion for community engagement

Education

FINRA Series 7 license

FINRA Series 66 or 63/65 license

Life & Health Insurance license

Job description

Charles Schwab in Atlanta is seeking a Financial Consultant to provide exceptional wealth management and financial planning advice to clients. In this role, you will actively work with clients to help them achieve their financial goals, offering expertise in various areas such as retirement and investment management.

The ideal candidate will have a valid FINRA Series 7 license, excellent relationship-building skills, and a readiness to adapt to changes in the market. A competitive benefits package is offered, emphasizing continuous growth and community engagement.