Wealth Advisor & Client Growth Consultant

Charles Schwab; Holladay (UT); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

28-day sabbatical after every 5 years

Paid parental leave and family builds

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Holladay, UT is seeking a Financial Consultant to blend planning expertise with holistic financial guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients.

You’ll start with an existing book, receive Wealth Management University training, and advance through mentorship and development within your branch for long-term career growth.

Qualifications

• FINRA Series 7 license required to operate as a Financial Consultant.
• Series 66 (63/65) license and Life & Health Insurance required during tenure.
• CFP certification is a plus to support client advice and growth.
• Strong business development and relationship-building capabilities.
• Ability to translate market insights into actionable client guidance.

Responsibilities

• Proactively engage warm outreach to existing and prospective clients to grow the book of business.
• Provide holistic financial guidance across investing, retirement, and education planning.
• Collaborate with Schwab specialists to deliver best-in-class client experiences.

Skills

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

CFP Certification

Business Development

Relationship Building

Investment Planning

Job description

Charles Schwab in Holladay, UT is seeking a Financial Consultant to blend planning expertise with holistic financial guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients.

You’ll start with an existing book, receive Wealth Management University training, and advance through mentorship and development within your branch for long-term career growth.