Senior Wealth Advisor & Financial Planning Leader

Charles Schwab; Princeton (NJ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Financial Consultant to combine planning with holistic financial guidance across investing, retirement, and education planning. You’ll start with an existing client book and advance through structured training and a four‑level career track.

As you progress, mentorship and ongoing development align with growth in responsibility, allowing competitive compensation and expanding earning potential over time.

Qualifications

• A valid and active FINRA Series 7 license required.
• Acquiring FINRA Series 66 (63/65) during tenure on the job.
• Life & Health Insurance license required during tenure on the job.
• CFP Certification is a plus; tuition reimbursement and CFP cohort program available.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Discuss market conditions, investing principles, and long‑term planning with clients.
• Deliver outstanding investor experience and support professional development in wealth management.
• Leverage Schwab specialists and advisory guidelines to help clients progress toward goals.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Job description

Charles Schwab seeks a Financial Consultant to combine planning with holistic financial guidance across investing, retirement, and education planning. You’ll start with an existing client book and advance through structured training and a four‑level career track.

As you progress, mentorship and ongoing development align with growth in responsibility, allowing competitive compensation and expanding earning potential over time.