Wealth Advisor: Build Clients, Grow Your Practice

Charles Schwab; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation & sabbatical after years of服務

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in New York seeks a Financial Consultant who blends planning expertise with holistic financial guidance across investing, retirement, and education planning to serve clients with clarity and empathy.

You will start with an established book, supported by Wealth Management University training and a bootcamp, followed by ongoing mentorship within your branch as you progress along a four‑level career track.

Qualifications

• Active FINRA Series 7 license required.
• FINRA Series 66 (63/65) expected during tenure.
• Life & Health Insurance license expected during tenure.
• CFP designation is a plus, with Tuition Reimbursement and CFP Cohort program.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Educate clients on investing principles, retirement planning, and education goals.
• Provide outstanding investor experience and collaborate with Schwab specialists to meet client goals.
• Leverage guidance from Schwab advice guidelines and market knowledge to inspire action.

Skills

Business Development

Relationship Building

Client Engagement

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance license

CFP Certification (plus)

Job description

Charles Schwab in New York seeks a Financial Consultant who blends planning expertise with holistic financial guidance across investing, retirement, and education planning to serve clients with clarity and empathy.

You will start with an established book, supported by Wealth Management University training and a bootcamp, followed by ongoing mentorship within your branch as you progress along a four‑level career track.