Senior Wealth & Financial Planning Consultant

Charles Schwab; Plantation (FL); Sur place; USD 90 000 - 140 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Paid parental leave

Résumé du poste

Charles Schwab is seeking a Financial Consultant to guide clients in investing, retirement planning, and education goals with empathy and clarity. You’ll manage a book of clients, build trusted relationships, and collaborate with branch leaders and peers to expand your practice.

The role emphasizes strong relationship building, ongoing professional development, and a four‑level career track with supported training through Wealth Management University and bootcamps.

Qualifications

• A valid and active FINRA Series 7 license is required.
• CFP Certification is a plus and encouraged for professional development.
• Life & Health Insurance licensing will be required during tenure.

Responsabilités

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Build and deepen client relationships through consultative financial guidance.
• Communicate market conditions and sound investing principles to clients to support long‑term goals.
• Collaborate with Schwab specialists to deliver comprehensive wealth management solutions.

Connaissances

Business Development

Relationship Building

Investment Strategies

Financial Planning

Formation

FINRA Series 7 license

CFP Certification

Description du poste

Charles Schwab is seeking a Financial Consultant to guide clients in investing, retirement planning, and education goals with empathy and clarity. You’ll manage a book of clients, build trusted relationships, and collaborate with branch leaders and peers to expand your practice.

The role emphasizes strong relationship building, ongoing professional development, and a four‑level career track with supported training through Wealth Management University and bootcamps.