Senior Wealth Advisor & Financial Planning Lead

Sacbar; Fremont, Northern (CA, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee Stock Purchase Plan

Paid time off and sabbatical after 5+ 

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab's branch team empowers you to guide clients with wealth management and financial planning, building trust and lasting relationships. As a Financial Consultant, you'll work with existing Schwab clients, providing advice and helping consolidate assets while growing your practice through referrals and networking.

Candidates should hold a FINRA Series 7 license; Series 66 and Life & Health licenses will be required during tenure.

Qualifications

• Valid FINRA Series 7 license is required.
• Series 66 (63/65) license and Life & Health Insurance license to be obtained during tenure.
• Ability to build client relationships and deliver wealth guidance.

Responsibilities

• Provide wealth management and financial planning to existing Schwab clients.
• Grow practice through client referrals and networking.
• Consolidate client assets and guide them toward goals.

Skills

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Schwab's branch team empowers you to guide clients with wealth management and financial planning, building trust and lasting relationships. As a Financial Consultant, you'll work with existing Schwab clients, providing advice and helping consolidate assets while growing your practice through referrals and networking.

Candidates should hold a FINRA Series 7 license; Series 66 and Life & Health licenses will be required during tenure.