Senior Wealth Consultant & Client Growth Leader

Charles Schwab; Seattle (WA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation & sabbatical opportunity

Parental leave & family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Seattle seeks a Financial Consultant to deliver wealth management guidance to existing clients and build lasting relationships. You will expand the practice via asset consolidation, networking, and referrals while collaborating with Schwab specialists to meet client goals.

The role emphasizes in-office collaboration in Seattle, with opportunities to guide clients through retirement, education, investment, banking, and estate planning as needed.

Qualifications

• Valid and active FINRA Series 7 license.
• Obtaining Series 66 (63/65) license and Life & Health Insurance during tenure.

Responsibilities

• Provide wealth management and financial planning advice to Schwab clients.
• Grow the practice through client asset consolidation, networking, and referrals.
• Collaborate with Schwab specialists to help clients achieve their goals.

Skills

Client relationship building

Strong communication

Financial acumen

Team collaboration

Job description

Charles Schwab in Seattle seeks a Financial Consultant to deliver wealth management guidance to existing clients and build lasting relationships. You will expand the practice via asset consolidation, networking, and referrals while collaborating with Schwab specialists to meet client goals.

The role emphasizes in-office collaboration in Seattle, with opportunities to guide clients through retirement, education, investment, banking, and estate planning as needed.