Senior Wealth Planning Consultant

Charles Schwab; Millburn (NJ); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant to help clients own their financial futures through planning, investing, retirement readiness, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships with customized guidance in a collaborative team environment.

You’ll complete Wealth Management University training, participate in bootcamps, and advance through Schwab’s four‑level track with mentorship and opportunities to expand your book of

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 66 (63/65) obtained during tenure.
• Life & Health Insurance license required during tenure.
• CFP designation is a plus; tuition support available.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business and strengthen relationships.
• Discuss market conditions and investing principles to guide clients’ wealth strategies.
• Deliver outstanding investor experience while advancing your own professional development within Wealth Management.

Skills

Series 7 license

Series 66 license (63/65)

Life & Health Insurance license

CFP Certification (plus)

Relationship building

Business development

Communication skills

Customer service mindset

Job description

Charles Schwab is seeking a Financial Consultant to help clients own their financial futures through planning, investing, retirement readiness, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships with customized guidance in a collaborative team environment.

You’ll complete Wealth Management University training, participate in bootcamps, and advance through Schwab’s four‑level track with mentorship and opportunities to expand your book of