Wealth Advisor & Client Growth Partner

Charles Schwab; Eastern Hills (NY); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

28-day sabbatical after five years

Health, dental, and vision insurance

Tuition reimbursement

Job summary

Charles Schwab in Eastern Hills, New York, is seeking a Financial Consultant to empower clients in managing their financial futures. The role involves providing personalized wealth management and financial planning advice, fostering strong client relationships, and growing your practice through client engagement and referrals.

The ideal candidate will hold a valid FINRA Series 7 license and be adaptable to changing market conditions. Schwab offers a supportive culture, competitive salary, and a comprehensive benefits package including 401(k) matching and paid parental leave.

Qualifications

• Valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance.

Responsibilities

• Provide wealth management and financial planning advice to existing clients.
• Grow practice through client asset consolidation and referrals.
• Engage clients in discussions about market conditions and investment strategies.

Skills

Relationship building

Client communication strategy

Financial planning

Wealth management

Adaptive to change

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license and Life & Health Insurance

Job description

Charles Schwab in Eastern Hills, New York, is seeking a Financial Consultant to empower clients in managing their financial futures. The role involves providing personalized wealth management and financial planning advice, fostering strong client relationships, and growing your practice through client engagement and referrals.

The ideal candidate will hold a valid FINRA Series 7 license and be adaptable to changing market conditions. Schwab offers a supportive culture, competitive salary, and a comprehensive benefits package including 401(k) matching and paid parental leave.