Wealth Advisor: Relationship‑Driven Financial Planning

Charles Schwab Corporation; Birmingham (MI); On-site; USD 70,000 - 100,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant who blends planning expertise with holistic financial guidance—covering investing, retirement readiness, and education goals—to serve as a trusted partner for clients navigating life’s financial decisions with clarity and empathy.

You’ll begin with a book of Schwab clients, build relationships, and participate in Wealth Management University training (four weeks virtual), then a bootcamp and ongoing mentorship to advance in your

Qualifications

• Active FINRA Series 7 license is required.
• FINRA Series 66 (63/65) will be required during tenure.
• Life & Health Insurance license will be required during tenure.
• CFP Certification is a plus; tuition reimbursement plus CFP cohort program available.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Build and deepen client relationships through focused communication and exceptional investor experience.
• Discuss market conditions and sound investing principles to guide long-term planning for clients.
• Collaborate with Schwab specialists to deliver comprehensive wealth management solutions.

Skills

Business Development

Relationship Building

Investment Planning

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance License

CFP Certification

Job description

Charles Schwab Corporation is seeking a Financial Consultant who blends planning expertise with holistic financial guidance—covering investing, retirement readiness, and education goals—to serve as a trusted partner for clients navigating life’s financial decisions with clarity and empathy.

You’ll begin with a book of Schwab clients, build relationships, and participate in Wealth Management University training (four weeks virtual), then a bootcamp and ongoing mentorship to advance in your