Wealth Advisor & Client Growth Leader

Charles Schwab Corporation; San Luis Obispo (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Training & development

Career progression

Competitive compensation

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to provide holistic financial guidance, including investing, retirement readiness, and education planning. You’ll start with an existing book of Schwab clients and grow your practice through relationship building and thoughtful, empathetic advice.

The role includes structured training via Wealth Management University, a bootcamp, and ongoing mentorship as you develop your career within Schwab’s four-level track toward leadership and

Qualifications

• Proven ability to grow a client book and deepen relationships.
• Strong communication and client engagement skills.
• Knowledge of wealth management strategies and market concepts.

Responsibilities

• Proactively expand the client base and build trust through ongoing advisory conversations.
• Collaborate with Schwab specialists to deliver holistic financial guidance.
• Educate clients on retirement, education planning, and wealth transfer strategies.

Skills

Business Development

Relationship Building

Investment Planning

Job description

Charles Schwab Corporation is seeking a Financial Consultant to provide holistic financial guidance, including investing, retirement readiness, and education planning. You’ll start with an existing book of Schwab clients and grow your practice through relationship building and thoughtful, empathetic advice.

The role includes structured training via Wealth Management University, a bootcamp, and ongoing mentorship as you develop your career within Schwab’s four-level track toward leadership and