Wealth Advisor & Financial Planning Consultant

Charles Schwab; Boise (ID); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off for vacation and volunteering

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will help clients own their financial futures by forming lasting relationships and providing tailored guidance.

The ideal candidate will possess a valid FINRA Series 7 license and demonstrate strong relationship-building skills. We offer a competitive benefits package that includes 401(k) matching and tuition reimbursement.

Qualifications

• A valid and active FINRA Series 7 license required.
• Willingness to obtain required licenses during tenure.
• Ability to build strong client relationships and trust.

Responsibilities

• Provide wealth management and financial planning advice.
• Grow client practice through asset consolidation and referrals.
• Engage with clients on market conditions and investment strategies.

Skills

Relationship building

Client communication strategy

Adaptability

Education

Valid FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance license

Job description

Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will help clients own their financial futures by forming lasting relationships and providing tailored guidance.

The ideal candidate will possess a valid FINRA Series 7 license and demonstrate strong relationship-building skills. We offer a competitive benefits package that includes 401(k) matching and tuition reimbursement.