Wealth Advisor: Grow Your Client Book & Impact

Charles Schwab; Lincolnwood (IL); Sur place; USD 85 000 - 125 000; Plein temps

Avantages offerts par ce poste

401(k) with company match and ESPP

Paid time off for vacation and service

28-day sabbatical after every 5 years

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Résumé du poste

Charles Schwab is seeking a Financial Consultant to help clients own their financial futures through holistic guidance in investing, retirement readiness, and education goals. You will start with an existing book of Schwab clients and expand relationships with tailored planning and ongoing development.

The role emphasizes relationship-building, ongoing training, and a clear four-level career path within Wealth Management, with a competitive base salary plus incentive plan and opportunities for

Qualifications

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business.
• Passion for community engagement to share and discuss market conditions and investing principles with clients.
• Desire to provide outstanding investor experience and pursue ongoing professional development in Wealth Management.
• Learn to leverage Schwab specialists and advice guidelines to inspire client action toward goals.
• CFP certification is a plus; tuition reimbursement and internal CFP cohort program available.

Responsabilités

• Proactively engage with current and prospective clients to grow the book of business.
• Discuss market conditions and investing principles to help clients make informed decisions.
• Support clients in wealth planning, retirement, education goals, and risk management strategies.

Connaissances

Business Development

Relationship Building

Investment Strategies

Description du poste

Charles Schwab is seeking a Financial Consultant to help clients own their financial futures through holistic guidance in investing, retirement readiness, and education goals. You will start with an existing book of Schwab clients and expand relationships with tailored planning and ongoing development.

The role emphasizes relationship-building, ongoing training, and a clear four-level career path within Wealth Management, with a competitive base salary plus incentive plan and opportunities for