Senior Wealth Advisor & Financial Strategy Lead

Charles Schwab; Seattle (WA); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical

Tuition reimbursement

Health, dental, and vision insurance

Job summary

A leading financial services firm is looking for a Financial Consultant in Seattle. In this role, you will guide clients on wealth management and financial planning, offering personalized advice while growing your own practice. The ideal candidate possesses a valid FINRA Series 7 license and is open to acquiring additional licenses. The company offers a comprehensive benefits package, emphasizing personal and professional growth through collaboration and continuous learning.

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance required during tenure.

Responsibilities

• Provide financial guidance and wealth management advice to clients.
• Build strong relationships and deepen client relationships through effective communication strategies.

Job description

A leading financial services firm is looking for a Financial Consultant in Seattle. In this role, you will guide clients on wealth management and financial planning, offering personalized advice while growing your own practice. The ideal candidate possesses a valid FINRA Series 7 license and is open to acquiring additional licenses. The company offers a comprehensive benefits package, emphasizing personal and professional growth through collaboration and continuous learning.