Wealth Advisor — Financial Solutions for Mass Affluent

Charles Schwab; Lone Tree (CO); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and sabbatical

Paid parental leave and family benefit

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant in the Financial Solutions Branch to deepen client engagement and provide wealth management guidance. You will collaborate with internal specialists to help clients meet financial goals, engage in outreach, and support asset consolidation across Schwab’s mass affluent client base.

You will discuss market trends, deliver tailored advice, and use digital tools to enhance client experiences while maintaining a Monday–Friday 5x8 schedule.

Qualifications

• Active FINRA Series 7 license.
• Series 66 (63/65) license.
• Life & Health Insurance license (may be obtained under a 120 day condition of employment).
• Preferred: Minimum of 5 years of financial experience.
• Entrepreneurial and self-starter mentality.

Responsibilities

• Conduct client outreach and advisory discussions.
• Lead virtual client presentations and market trend discussions.
• Collaborate with business partners and Schwab specialists.
• Share best practices within the branch and leverage Schwab platform enhancements.
• Engage clients to drive loyalty and asset consolidation.

Skills

Interpersonal communication

Verbal communication

Written communication

Client advisory

Time management

Education

FINRA Series 7 license

Series 66 license

Life & Health Insurance license

Job description

Charles Schwab is seeking a Financial Consultant in the Financial Solutions Branch to deepen client engagement and provide wealth management guidance. You will collaborate with internal specialists to help clients meet financial goals, engage in outreach, and support asset consolidation across Schwab’s mass affluent client base.

You will discuss market trends, deliver tailored advice, and use digital tools to enhance client experiences while maintaining a Monday–Friday 5x8 schedule.