Wealth Advisor: Client-Focused, Growth & Flexibility

Charles Schwab Corporation; Berkeley (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary

401(k) with company match

Paid time off and sabbatical after 5+

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Berkeley is seeking a Financial Consultant to deliver wealth management guidance and build lasting client relationships. You’ll work with existing Schwab clients, expanding their asset base through thoughtful planning, asset consolidation, and referrals.

In this role you’ll leverage our team of specialists, adhere to fiduciary standards, and grow your practice while pursuing ongoing professional development in a collaborative culture.

Qualifications

• A valid and active FINRA Series 7 license is required.
• Obtaining FINRA Series 66 (63/65) license and Life & Health Insurance will be required during tenure.
• Ability to build strong relationships, engage and deepen client relationships.
• Leverage Schwab specialists and advice guidelines to help clients progress toward their goals.
• Desire to manage wealth including retirement, education, investment management, banking, insurance, and estate planning.
• Adapt to changing markets and business conditions.
• Passion for community engagement to discuss markets and investing principles with clients.
• Commitment to delivering an outstanding investor experience and pursuing professional development.

Responsibilities

• Provide wealth management and financial planning guidance to Schwab clients.
• Grow client practice through asset consolidation and client referrals.
• Coordinate with Schwab specialists to deliver comprehensive solutions.
• Maintain compliance with regulatory requirements and firm guidelines.
• Support ongoing professional development within a collaborative culture.

Skills

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Charles Schwab in Berkeley is seeking a Financial Consultant to deliver wealth management guidance and build lasting client relationships. You’ll work with existing Schwab clients, expanding their asset base through thoughtful planning, asset consolidation, and referrals.

In this role you’ll leverage our team of specialists, adhere to fiduciary standards, and grow your practice while pursuing ongoing professional development in a collaborative culture.