Senior Wealth Advisor & Financial Planning Lead

Charles Schwab Corporation; San Carlos (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, guiding clients with clarity and empathy.

You’ll start with a book of existing Schwab clients to build lasting relationships and grow your practice, while leveraging training and mentorship to advance your career within the branch.

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
• CFP Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

Responsibilities

• Business Development - Proactively engage in warm outreach to existing and prospective clients, maintain sales activity to grow the book of business and strengthen client relationships.
• Relationship Building - Build strong relationships, trust, and deepen client connections using a focused client communication strategy and Schwab specialists.

Skills

FINRA Series 7 license

FINRA Series 66 license (63/65)

CFP Certification

Job description

Charles Schwab Corporation is seeking a Financial Consultant to blend planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, guiding clients with clarity and empathy.

You’ll start with a book of existing Schwab clients to build lasting relationships and grow your practice, while leveraging training and mentorship to advance your career within the branch.