Wealth Advisor: Grow Client Relationships & Impact

Charles Schwab; Atlanta (GA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

28-day sabbatical after every 5 years

Paid parental leave and family buildng

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Atlanta seeks a Financial Consultant to blend planning expertise with holistic guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients. You’ll start with an existing book of clients, complete Wealth Management University training, and advance through a four‑level track with mentorship to grow your practice.

This role offers a competitive base salary plus performance incentives, with unlimited earning potential as you expand

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
• CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
• Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
• Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management
• Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Job description

Charles Schwab in Atlanta seeks a Financial Consultant to blend planning expertise with holistic guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients. You’ll start with an existing book of clients, complete Wealth Management University training, and advance through a four‑level track with mentorship to grow your practice.

This role offers a competitive base salary plus performance incentives, with unlimited earning potential as you expand