Wealth Advisor: Grow Your Client Book & Career Path

Charles Schwab; Lone Tree (CO); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Volunteering time

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Financial Consultant to grow a book of business by combining planning expertise with holistic financial guidance. You will work with existing Schwab clients to deepen relationships, educate on investing, retirement readiness, and education goals, and provide empathetic, needs-driven advice.

You’ll receive comprehensive training via Wealth Management University, followed by ongoing mentorship, with a clear four‑level path for advancement and competitive compensation tied to

Qualifications

• FINRA Series 7 license required
• FINRA Series 66 (63/65) required during tenure
• Life & Health Insurance license required during tenure
• CFP designation is a plus and encouraged via Tuition Reimbursement and CFP Cohort Program

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Build strong client relationships and communicate market conditions and investing principles clearly.
• Provide holistic wealth management guidance including retirement, education planning, and estate considerations.

Skills

Business Development

Relationship Building

Investment Strategies

Job description

Charles Schwab seeks a Financial Consultant to grow a book of business by combining planning expertise with holistic financial guidance. You will work with existing Schwab clients to deepen relationships, educate on investing, retirement readiness, and education goals, and provide empathetic, needs-driven advice.

You’ll receive comprehensive training via Wealth Management University, followed by ongoing mentorship, with a clear four‑level path for advancement and competitive compensation tied to