Senior Wealth Consultant: Client Growth & Planning

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

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years of service

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Financial Consultant to help clients own their financial futures through planning, investing, retirement readiness, and education goals. You’ll receive structured training via Wealth Management University, hands-on mentorship, and a four‑level career path with clear advancement.

You’ll start with an existing client base and build lasting relationships while leveraging Schwab specialists and guidelines to grow your book of business and deliver top-tier investor experiences.

Qualifications

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
• Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy.
• Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.

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.
• Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
• Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management

Skills

Business Development

Relationship Building

Investment Strategies

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification (plus)

Job description

Charles Schwab seeks a Financial Consultant to help clients own their financial futures through planning, investing, retirement readiness, and education goals. You’ll receive structured training via Wealth Management University, hands-on mentorship, and a four‑level career path with clear advancement.

You’ll start with an existing client base and build lasting relationships while leveraging Schwab specialists and guidelines to grow your book of business and deliver top-tier investor experiences.