Wealth Advisor & Client Strategy Leader

Charles Schwab Careers; Lynnwood (WA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401(k) matching

Employee stock purchase plan

Paid vacation and sabbatical after 5+?

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Investment Professional focused on financial guidance and wealth planning for its client base. You will work with existing Schwab clients, delivering comprehensive wealth management advice and financial planning solutions to help them achieve their objectives.

You will expand your book by networking, consolidating assets, and leveraging referrals while aligning with Schwab's standards for service excellence and fiduciary care.

Qualifications

• Active FINRA Series 7 license is required.
• Series 66 (63/65) license and Life & Health Insurance are required during tenure.

Responsibilities

• Provide wealth management and financial planning advice to Schwab clients.
• Grow the practice through client asset consolidation, networking, and referrals.
• Build and deepen client relationships by communicating sound investing principles and meeting client goals.

Skills

Relationship building

Client communication

Team collaboration

Education

FINRA Series 7 license

FINRA Series 66 license (63/65)

Life & Health Insurance license

Job description

Charles Schwab is seeking an Investment Professional focused on financial guidance and wealth planning for its client base. You will work with existing Schwab clients, delivering comprehensive wealth management advice and financial planning solutions to help them achieve their objectives.

You will expand your book by networking, consolidating assets, and leveraging referrals while aligning with Schwab's standards for service excellence and fiduciary care.