Wealth Advisor: Build Lasting Client Relationships

Charles Schwab; San Carlos (CA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, leveraging an existing client book to deepen relationships and grow a personal practice within our wealth management framework.

You will engage in investment planning, retirement readiness, and education goals, delivering clear, empathetic guidance and leveraging Schwab support to develop your advisory capabilities.

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 reimbursement and internal programs.

Responsibilities

• Develop and manage a growing book of business in Wealth Management and Financial Consulting.
• Build and maintain trusting client relationships through holistic financial guidance.
• Provide strategic investment planning, retirement readiness, and education planning aligned with client goals.

Skills

Client relationship management

Financial planning

Sales and business development

Communication skills

Market knowledge

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

CFP Certification

Job description

Charles Schwab is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, leveraging an existing client book to deepen relationships and grow a personal practice within our wealth management framework.

You will engage in investment planning, retirement readiness, and education goals, delivering clear, empathetic guidance and leveraging Schwab support to develop your advisory capabilities.