Wealth Consultant: Grow Your Practice & Impact

Charles Schwab; Troy (MI); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab’s wealth management branch team seeks a Financial Consultant to blend planning expertise with holistic financial guidance—covering investing, retirement readiness, and education goals—for a growing client base in Troy, MI.

You will start with an existing book of Schwab clients, building lasting relationships and expanding your practice. Training through Wealth Management University, bootcamp, and ongoing mentorship drive your development.

Qualifications

• FINRA Series 7 license required.
• Series 66 (63/65) required during tenure.
• Life & Health Insurance required during tenure.
• CFP Certification is a plus; Tuition Reimbursement available.

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.
• Demonstrate passion for community engagement, discuss market conditions, investing principles, and long-term strategies with clients.
• Provide outstanding investor experience and ongoing professional development within Wealth Management.
• Collaborate with Schwab specialists and advisers to guide clients toward their goals.

Skills

Business Development

Relationship Building

Investment Strategies and Financial Pl

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification (plus)

Job description

Charles Schwab’s wealth management branch team seeks a Financial Consultant to blend planning expertise with holistic financial guidance—covering investing, retirement readiness, and education goals—for a growing client base in Troy, MI.

You will start with an existing book of Schwab clients, building lasting relationships and expanding your practice. Training through Wealth Management University, bootcamp, and ongoing mentorship drive your development.