Wealth Advisor & Client Growth Leader

The Charles Schwab Corporation; Scottsdale (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

The Charles Schwab Corporation in Scottsdale, AZ is seeking a Financial Consultant to deliver wealth management guidance to our clients and build lasting relationships based on trust and transparent advice.

You will develop a personal practice by consolidating client assets, networking, and earning referrals, while pursuing Series 7 and Series 66 registrations and Life & Health Insurance as required.

Qualifications

• Valid and active FINRA Series 7 license required.
• Pursuant to SAFE Act, registration with the NMLS may be required for mortgage-related duties.
• Obtaining FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during tenure.
• Strong relationship-building and client communication skills to grow wealth management practice.

Responsibilities

• Provide financial guidance and wealth management advice to Schwab clients.
• Grow the practice through client asset consolidation and referrals.
• Leverage Schwab specialists and guidelines to help clients progress toward goals.
• Engage clients with market insights and sound investing principles.

Skills

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance

Relationship building

Client advisory

Job description

The Charles Schwab Corporation in Scottsdale, AZ is seeking a Financial Consultant to deliver wealth management guidance to our clients and build lasting relationships based on trust and transparent advice.

You will develop a personal practice by consolidating client assets, networking, and earning referrals, while pursuing Series 7 and Series 66 registrations and Life & Health Insurance as required.