Wealth Advisor - Investment & Financial Planning

Charles Schwab; Washington (District of Columbia); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical

Tuition reimbursement

Health, dental, and vision

Job summary

Charles Schwab in Washington, DC is seeking a Financial Consultant who combines planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals.

You’ll start with an existing client book and grow your practice through relationship-building, education, and collaborative support from branch leadership and mentors. The role offers a structured career path and a competitive compensation plan.

Qualifications

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
• Open to retirement planning, education planning, and investment management within Wealth Management guidance.
• Willingness to collaborate with Schwab specialists and mentors to grow skills and career goals.

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.
• Provide investor-focused guidance on market conditions and wealth planning tailored to client situations.
• Collaborate with Schwab specialists and mentors to expand knowledge and deliver superior client experiences.

Skills

Business Development

Relationship Building

Investment Strategies

Education

FINRA Series 7 license

Series 66 (63/65)

Life & Health Insurance

CFP Certification (bonus)

Job description

Charles Schwab in Washington, DC is seeking a Financial Consultant who combines planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals.

You’ll start with an existing client book and grow your practice through relationship-building, education, and collaborative support from branch leadership and mentors. The role offers a structured career path and a competitive compensation plan.