Senior Wealth Advisor & Financial Planner

Charles Schwab Careers; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Paid time off and sabbatical options

Parental leave & family benefits

Tuition reimbursement

Employee stock purchase plan

Job summary

Charles Schwab Careers is seeking a Financial Consultant to advise Schwab clients on wealth management and financial planning. You’ll build lasting relationships based on trust, deliver tailored guidance, and expand your book of business through networking and referrals.

A strong client focus and licensing progression are essential. The role emphasizes collaboration with Schwab specialists and a client-centric approach to retirement, education, and estate planning, with opportunities to advance

Qualifications

• FINRA Series 7 license required.
• Acquiring Series 66 (63/65) and Life & Health Insurance as required during tenure.

Responsibilities

• Provide wealth management and financial planning advice to clients.
• Grow client practice through asset consolidation and referrals.
• Help clients with retirement planning, education planning, investment management, banking & lending as applicable.

Skills

FINRA licensing

Relationship building

Wealth management

Education

FINRA Series 7

Series 66 (63/65)

Life & Health Insurance license

Job description

Charles Schwab Careers is seeking a Financial Consultant to advise Schwab clients on wealth management and financial planning. You’ll build lasting relationships based on trust, deliver tailored guidance, and expand your book of business through networking and referrals.

A strong client focus and licensing progression are essential. The role emphasizes collaboration with Schwab specialists and a client-centric approach to retirement, education, and estate planning, with opportunities to advance