Wealth Advisor: Build Lasting Client Relationships

Charles Schwab Corporation; Mission Viejo (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to join its branch team, leveraging planning expertise to guide clients in investing, retirement readiness, and education goals. You’ll begin with an established book of Schwab clients to deepen relationships and grow your practice.

You will complete Wealth Management University training, followed by hands-on development and mentorship with a branch team. A clear four‑level career path supports advancement within Wealth Management.

Qualifications

• A valid and active FINRA Series 7 license is required.
• FINRA Series 66 (63/65) license and Life & Health Insurance will be required during tenure.
• CFP Certification is a plus; tuition reimbursement and CFP cohort program are available for development.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Build and deepen client relationships through focused communication strategies and trusted advice.
• Assist clients with retirement, education, and investment planning to align strategies with personal goals.

Skills

FINRA Series 7

FINRA Series 66

CFP Certification

Business Development

Relationship Building

Investment Planning

Job description

Charles Schwab Corporation is seeking a Financial Consultant to join its branch team, leveraging planning expertise to guide clients in investing, retirement readiness, and education goals. You’ll begin with an established book of Schwab clients to deepen relationships and grow your practice.

You will complete Wealth Management University training, followed by hands-on development and mentorship with a branch team. A clear four‑level career path supports advancement within Wealth Management.