Wealth Advisor — Client Relationships & Planning

Charles Schwab Corporation; Fairfield (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to advise Schwab clients on wealth management and financial planning. You will grow your practice by consolidating client assets, networking, and earning referrals, while delivering an outstanding investor experience within a collaborative team.

The role emphasizes building long-term client relationships, adapting to market changes, and expanding advisory capabilities across retirement, education, and investment strategies.

Qualifications

• Must hold an active FINRA Series 7 license.
• Ability to obtain FINRA Series 66 (63/65) and Life & Health Insurance as required during tenure.

Responsibilities

• Provide wealth management and financial planning advice to existing Schwab clients.
• Grow your practice through client asset consolidation, networking, and referrals.
• Build trusted client relationships through a focused communication strategy and superior service.

Skills

Series 7 license

Series 66 license

Life & Health Insurance

Relationship building

Communication skills

Job description

Charles Schwab Corporation is seeking a Financial Consultant to advise Schwab clients on wealth management and financial planning. You will grow your practice by consolidating client assets, networking, and earning referrals, while delivering an outstanding investor experience within a collaborative team.

The role emphasizes building long-term client relationships, adapting to market changes, and expanding advisory capabilities across retirement, education, and investment strategies.