Wealth Advisor: Grow Your Client Book & Impact

Charles Schwab; Denver (CO); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off & sabbatical

Parental leave & family benefits

Tuition reimbursement

Health insurance

Job summary

Charles Schwab is seeking a Financial Consultant to blend planning expertise with holistic guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients’ financial decisions.

You’ll begin with an existing book of Schwab clients, build lasting relationships, and participate in Wealth Management University training followed by a bootcamp, mentorship, and a four‑level track for advancement and earning potential.

Qualifications

• Business development and relationship-building skills to grow a client book.
• Ability to discuss and implement investment strategies and financial planning.

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 discuss market conditions, investing principles, and long‑term wealth strategies.
• Desire to provide outstanding investor experience while pursuing professional development in Wealth Management.
• Build strong relationships, engage trust, and apply client communication strategies to exceed expectations.
• Leverage Schwab specialists and advice guidelines to help clients progress toward their goals.
• Open to manage wealth across retirement planning, education planning, investment management, banking and lending, insurance and estate planning.

Skills

Business Development

Relationship Building

Investment Strategies and Financial Pl

Job description

Charles Schwab is seeking a Financial Consultant to blend planning expertise with holistic guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients’ financial decisions.

You’ll begin with an existing book of Schwab clients, build lasting relationships, and participate in Wealth Management University training followed by a bootcamp, mentorship, and a four‑level track for advancement and earning potential.