Wealth Advisor: Client Relationships & Planning

Charles Schwab

San Ramon (CA)

On-site

USD 85,000 - 140,000

Full time

3 days ago

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Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5–7

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab invites you to join its branch team as a Financial Consultant, focusing on holistic financial guidance across investing, retirement readiness, and education goals. You’ll start with an existing client book, building lasting relationships while guiding clients through life’s financial decisions with clarity and empathy.

You’ll complete Wealth Management University training, bootcamp, and ongoing mentorship, advancing along a four-level career track with competitive compensation and

Qualifications

Active FINRA Series 7 license is required.
FINRA Series 66 (63/65) license and Life & Health Insurance required during tenure.
CFP Certification is a plus and encourages development.

Responsibilities

Proactively grow the book of business by developing relationships with existing clients and prospective clients.
Engage clients with a thoughtful, holistic approach to wealth management and financial planning.
Collaborate with Schwab specialists to deliver integrated investment strategies and advice.

Skills

Business Development

Relationship Building

Investment Strategies and Financial Pl

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

CFP Certification (bonus)

Job description

You’ll complete Wealth Management University training, bootcamp, and ongoing mentorship, advancing along a four-level career track with competitive compensation and

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