Wealth Advisor & Client Growth Leader

Charles Schwab Corporation; Denver (CO); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Tuition Reimbursement

CFP Cohort Program

Job summary

Charles Schwab Corporation in Denver, CO, is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.

You’ll start with an existing book of clients, and your relationship-building and communication skills will help deepen client connections and grow your practice, supported by training and

Qualifications

• Active FINRA Series 7 license is required.
• Series 66 (63/65) license and Life & Health Insurance will be required during tenure.
• CFP certification is a plus and encouraged through internal programs.

Responsibilities

• Build and grow a book of business with existing and new clients.
• Engage clients with holistic financial guidance covering investments, retirement, and education goals.
• Develop relationships through proactive outreach and high-quality client service.
• Collaborate with Schwab specialists to deliver tailored wealth management solutions.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

CFP Certification

Job description

Charles Schwab Corporation in Denver, CO, is seeking a Financial Consultant to combine planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.

You’ll start with an existing book of clients, and your relationship-building and communication skills will help deepen client connections and grow your practice, supported by training and