Senior Wealth Advisor: Grow Your Client Practice

Charles Schwab Corporation; Cincinnati (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

Charles Schwab Corporation in Cincinnati seeks a Financial Consultant to blend planning expertise with holistic guidance across investing, retirement readiness, and education goals, serving as a trusted partner who helps clients navigate life’s financial decisions.

You'll start with a book of existing Schwab clients, advance through Wealth Management University training, and progress along a four-level track with mentorship and ongoing development to grow your book of business.

Qualifications

• FINRA Series 7 license required.
• CFP certification is a plus.
• FINRA Series 66 (63/65) may be required during tenure.
• Strong communication and relationship-building skills.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
• Educate clients on market conditions, sound investing principles, retirement planning, education planning, and long-term wealth strategies.
• Provide outstanding investor experience and support professional development through collaboration with Schwab specialists and adherence to advice guidelines.
• Build and deepen client relationships through focused communication and proactive service, exceeding expectations.

Skills

Business Development

Relationship Building

Investment Planning

Financial Planning

Job description

Charles Schwab Corporation in Cincinnati seeks a Financial Consultant to blend planning expertise with holistic guidance across investing, retirement readiness, and education goals, serving as a trusted partner who helps clients navigate life’s financial decisions.

You'll start with a book of existing Schwab clients, advance through Wealth Management University training, and progress along a four-level track with mentorship and ongoing development to grow your book of business.