Senior Wealth Consultant — Grow Your Client Book

Charles Schwab; Reston (VA); Vor Ort; USD 90.000 - 140.000; Vollzeit

Benefits dieser Stelle

401(k) with company match and Employee

stock purchase plan

Paid time for vacation, volunteering,

28-day sabbatical after every 5 years

Paid parental leave and familya0benef

Tuition reimbursement

Health, dental, and vision insurance

Zusammenfassung

Charles Schwab is seeking a Financial Consultant to combine planning expertise with holistic financial guidance across investing, retirement readiness, and education goals. You will start with an existing book of Schwab clients, building lasting relationships and growing your practice.

You’ll complete Wealth Management University training, then a bootcamp, followed by ongoing mentorship and opportunities for advancement within a four-level career track.

Qualifikationen

• A valid and active FINRA Series 7 license is required.
• Obtaining FINRA Series 66 (63/65) during tenure on the job will be required.
• Obtaining Life & Health Insurance license during tenure on the job will be required.
• CFP Certification is a plus; Tuition Reimbursement and internal CFP Cohort Program offered.

Aufgaben

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Build and deepen client relationships to enhance investor experience and outcomes.
• Discuss market conditions, investing principles, and long-term strategies with clients.
• Collaborate with Schwab specialists and adhere to advice guidelines to help clients achieve goals.
• Develop and execute wealth management plans across retirement, education, and estate planning.

Kenntnisse

Business Development

Relationship Building

Investment Strategies

Ausbildung

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance license

CFP Certification (plus)

Jobbeschreibung

Charles Schwab is seeking a Financial Consultant to combine planning expertise with holistic financial guidance across investing, retirement readiness, and education goals. You will start with an existing book of Schwab clients, building lasting relationships and growing your practice.

You’ll complete Wealth Management University training, then a bootcamp, followed by ongoing mentorship and opportunities for advancement within a four-level career track.