Senior Wealth Consultant & Growth Leader

Charles Schwab Corporation; Indio (CA); On-site; USD 65,000 - 110,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures through holistic guidance in investing, retirement readiness, and education goals. You’ll start with an existing book of Schwab clients and cultivate relationships with a client-centric, empathetic approach.

You’ll complete Wealth Management University training, followed by hands-on mentoring and a clear four-level career path within Schwab’s Wealth Management teams, with competitive

Qualifications

• Business Development: Proactively engage in warm outreach to clients, maintaining sales activity to grow the book of business.
• Relationship Building: Build strong relationships, engender trust, and deepen client engagement through focused communications and high standards.
• Investment Strategies & Financial Planning: Manage client wealth across retirement, education, investments, banking, insurance, and estate planning.

Skills

Business Development

Relationship Building

Investment Strategies & FinancialPla​

Job description

Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures through holistic guidance in investing, retirement readiness, and education goals. You’ll start with an existing book of Schwab clients and cultivate relationships with a client-centric, empathetic approach.

You’ll complete Wealth Management University training, followed by hands-on mentoring and a clear four-level career path within Schwab’s Wealth Management teams, with competitive