Senior Wealth Advisor – Dallas, TX

Charles Schwab; Dallas (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) plan with company match

Employee stock purchase plan

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Dallas, TX seeks a Financial Consultant to provide wealth management and financial planning guidance to existing clients, cultivating trust and long-term relationships.

You will grow your practice through client asset consolidation, networking, and referrals, leveraging Schwab specialists and guidelines. You will advance with required FINRA licenses and ongoing professional development, and you’ll accelerate growth if you already hold licenses to serve a broader client base.

Qualifications

• Active FINRA licenses required.
• Experience in wealth management and financial planning.
• Ability to build and deepen client relationships to meet goals.

Responsibilities

• Provide wealth management and financial planning guidance to existing Schwab clients.
• Grow practice through client asset consolidation, networking, and referrals.
• Collaborate with Schwab specialists and adhere to advice guidelines.
• Assist clients with Retirement, Education, Investment Management, and Insurance planning.

Skills

Relationship building

Networking

Financial planning

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Charles Schwab in Dallas, TX seeks a Financial Consultant to provide wealth management and financial planning guidance to existing clients, cultivating trust and long-term relationships.

You will grow your practice through client asset consolidation, networking, and referrals, leveraging Schwab specialists and guidelines. You will advance with required FINRA licenses and ongoing professional development, and you’ll accelerate growth if you already hold licenses to serve a broader client base.