Senior Wealth Advisor & Financial Planner

Charles Schwab; Sacramento (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off + sabbatical

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in California is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals. You will start with an existing client book, building trusted relationships and guiding clients through life’s financial decisions with clarity and empathy.

The role includes comprehensive training through Wealth Management University, a four-week virtual program, followed by an immersive bootcamp and ongoing

Qualifications

• FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during tenure.
• CFP® Certification is a plus; Tuition Reimbursement and CFP Cohort Program offered.

Responsibilities

• Proactively engage in client outreach to grow the book of business.
• Discuss market conditions and investing principles with clients to inform decisions.
• Provide outstanding investor experience and professional development through Wealth Management.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Client Communication

Job description

Charles Schwab in California is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals. You will start with an existing client book, building trusted relationships and guiding clients through life’s financial decisions with clarity and empathy.

The role includes comprehensive training through Wealth Management University, a four-week virtual program, followed by an immersive bootcamp and ongoing