Wealth Consultant & Client Growth Partner

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic guidance, including investing, retirement readiness, and education goals. You will serve as a trusted partner guiding clients through financial decisions with clarity and empathy.

You’ll start with an existing book of Schwab clients, deepen relationships, and grow your practice while benefiting from comprehensive training and a defined advancement path within the four-level track.

Qualifications

• Proactive outreach to existing and prospective clients to grow the book of business.
• Ability to discuss market conditions and investment strategies with clients.
• Open to managing wealth including retirement, education and estate planning.

Responsibilities

• Build lasting client relationships through holistic financial guidance.
• Collaborate with Schwab specialists and adhere to advice guidelines.
• Develop and implement tailored financial plans for clients.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Communication

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification is a plus

Job description

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic guidance, including investing, retirement readiness, and education goals. You will serve as a trusted partner guiding clients through financial decisions with clarity and empathy.

You’ll start with an existing book of Schwab clients, deepen relationships, and grow your practice while benefiting from comprehensive training and a defined advancement path within the four-level track.