Wealth Advisor: Retirement & Investment Planning

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

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to serve as a trusted partner guiding clients through investing, retirement readiness, and education goals. You will begin with an existing book of Schwab clients, building lasting relationships and expanding your practice with guidance from mentors and a four-week Wealth Management University program.

You will collaborate with your branch manager and specialists to deliver holistic financial planning, with a competitive base salary

Qualifications

• Active client-facing and sales orientation.
• Strong communication and interpersonal skills.
• Ability to translate market insights into client guidance.

Responsibilities

• Proactively engage warm outreach to existing and prospective clients to grow the book of business.
• Build trust and deepen client relationships through focused communication and teamwork.
• Help clients with retirement, education planning, and investment strategies.

Skills

Business Development

Relationship Building

Investment Planning

Job description

Charles Schwab Corporation is seeking a Financial Consultant to serve as a trusted partner guiding clients through investing, retirement readiness, and education goals. You will begin with an existing book of Schwab clients, building lasting relationships and expanding your practice with guidance from mentors and a four-week Wealth Management University program.

You will collaborate with your branch manager and specialists to deliver holistic financial planning, with a competitive base salary