Senior Wealth Consultant – Active Trader

Charles Schwab; Omaha (NE); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Paid vacation

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Omaha is seeking a VP, Active Trader Financial Consultant to grow an affluent wealth management practice. You will meet client needs by offering investment strategies, planning tools, and trading guidance.

The role emphasizes a consultative, goal-based approach, building lasting relationships, and expanding assets. On-site position with strong collaboration across the Investor Services team.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Active Series 7 license required.
• Active Series 66 license required (may be obtained within 90 days).
• Active Life and Health Insurance license required (may be obtained within 120 days).

Responsibilities

• Advise clients using a goal-based wealth management approach to meet needs.
• Develop and execute a business plan to attract new clients.
• Deepen client relationships and consolidate assets.
• Provide investment strategies and trading insights.
• Maintain up-to-date knowledge of markets and Schwab offerings.

Skills

Series 7 license

Series 66 license

Life & Health Insurance license

Retail financial services experience

Education

Bachelor's degree or equivalent

Job description

Charles Schwab in Omaha is seeking a VP, Active Trader Financial Consultant to grow an affluent wealth management practice. You will meet client needs by offering investment strategies, planning tools, and trading guidance.

The role emphasizes a consultative, goal-based approach, building lasting relationships, and expanding assets. On-site position with strong collaboration across the Investor Services team.