Senior Wealth Advisor & Financial Planner

Charles Schwab; Anaheim (CA); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation and community/1

Sabbatical after 5 years of service

Parental leave and family building

Job summary

Charles Schwab seeks a Financial Consultant to help clients own their financial futures through comprehensive planning, investing guidance, and retirement readiness. You’ll manage a book of clients and expand relationships with a focus on empathy and clear communication.

The role leverages Wealth Management University training, mentorship, and a four-level track for advancement. Competitive compensation includes a base salary and incentive plan, with benefits supporting your whole well-being.

Qualifications

• A valid FINRA Series 7 license is required.
• FINRA Series 66 (63/65) license is required or to be obtained during tenure.
• CFP Certification is a plus and supported for development.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Build strong client relationships and provide holistic financial guidance.
• Educate clients on retirement planning, education goals, and long-term investment strategies.
• Collaborate with Schwab specialists and adhere to advice guidelines to inspire action.

Skills

Relationship Building

Communication

Client Outreach

Financial Guidance

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

CFP Certification

Job description

Charles Schwab seeks a Financial Consultant to help clients own their financial futures through comprehensive planning, investing guidance, and retirement readiness. You’ll manage a book of clients and expand relationships with a focus on empathy and clear communication.

The role leverages Wealth Management University training, mentorship, and a four-level track for advancement. Competitive compensation includes a base salary and incentive plan, with benefits supporting your whole well-being.