Senior Wealth Planner & Client Growth Leader

Charles Schwab; Plantation (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Tuition reimbursement

Health insurance

Job summary

Charles Schwab in Florida is seeking a Financial Consultant to help clients own their financial futures through holistic guidance on investing, retirement readiness, and education goals. You will start with an existing book of Schwab clients, building trust and expanding the relationship while collaborating with a team of specialists.

You will undergo Wealth Management University training followed by hands-on mentorship, with a clear career path and competitive compensation that rewards tenure

Qualifications

• Proactive business development to grow client base.
• Strong communication and relationship-building skills.
• Knowledge of retirement and education planning is a plus.

Responsibilities

• Proactively engage warm outreach to clients and prospects.
• Develop tailored investment strategies with clients.
• Partner with Schwab specialists to guide clients' goals.

Skills

Business Development

Relationship Building

Investment Planning

Communication Skills

Job description

Charles Schwab in Florida is seeking a Financial Consultant to help clients own their financial futures through holistic guidance on investing, retirement readiness, and education goals. You will start with an existing book of Schwab clients, building trust and expanding the relationship while collaborating with a team of specialists.

You will undergo Wealth Management University training followed by hands-on mentorship, with a clear career path and competitive compensation that rewards tenure