Wealth Advisor: Grow Your Client Book & Impact

Charles Schwab; Mission Viejo (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off for volunteering

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Paid parental leave

Job summary

Charles Schwab in Mission Viejo, CA, is seeking a Financial Consultant to blend planning expertise with empathetic financial guidance. You’ll start with an existing book of Schwab clients, deepen relationships, and expand your practice through trusted client service and education.

Successful candidates will complete Wealth Management University training, then participate in a bootcamp and ongoing mentorship while collaborating with branch leaders and peers to advance within Schwab’s four-level

Qualifications

• A valid and active FINRA Series 7 license is required.
• Obtaining FINRA Series 66 (63/65) license and Life & Health Insurance is required during tenure.
• CFP certification is a plus; tuition reimbursement and CFP cohort program support development.

Responsibilities

• Proactively engage in relationship-building to grow the book of business.
• Provide holistic financial guidance including retirement planning, education goals, and investing.
• Collaborate with Schwab specialists to deliver investment strategies and client education.
• Deliver excellent client service and help clients progress toward their goals.

Skills

FINRA Series 7

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification

Job description

Charles Schwab in Mission Viejo, CA, is seeking a Financial Consultant to blend planning expertise with empathetic financial guidance. You’ll start with an existing book of Schwab clients, deepen relationships, and expand your practice through trusted client service and education.

Successful candidates will complete Wealth Management University training, then participate in a bootcamp and ongoing mentorship while collaborating with branch leaders and peers to advance within Schwab’s four-level