Wealth Advisor: Build Client-Centric Financial Futures

Charles Schwab Corporation; Webster (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures with planning expertise across investing, retirement, and education goals. You will start with an existing book of Schwab clients, building lasting relationships and expanding your practice.

Schwab offers comprehensive training through Wealth Management University, mentorship, and a four-level career path in a dynamic branch environment.

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 66 (63/65) license and Life & Health Insurance required during tenure.
• CFP certification is a plus and encouraged through internal programs.
• Strong client development, relationship-building, and holistic financial planning skills.

Responsibilities

• Develop and manage relationships with existing and prospective clients.
• Provide holistic financial planning across retirement, education, banking and lending, and investments.
• Collaborate with Schwab specialists to guide clients toward goals.

Skills

Business Development

Relationship Building

Investment Strategies and Financial PL

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance

CFP Certification (bonus)

Job description

Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures with planning expertise across investing, retirement, and education goals. You will start with an existing book of Schwab clients, building lasting relationships and expanding your practice.

Schwab offers comprehensive training through Wealth Management University, mentorship, and a four-level career path in a dynamic branch environment.