Wealth Management Advisor

Charles Schwab; Redmond (WA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Redmond, WA is looking for a Financial Consultant to assist clients with wealth management and financial planning. The successful candidate will have an active FINRA Series 7 license and must be capable of building strong relationships with clients.

In this position, you will provide clients with personalized advice and grow your practice through asset consolidation and referrals. Schwab offers a supportive environment for professional growth along with a comprehensive benefits package.

Qualifications

• Valid FINRA Series 7 license required.
• Ability to obtain FINRA Series 66 license and Life & Health Insurance.
• Strong relationship-building and communication skills.

Responsibilities

• Provide wealth management and financial planning advice to clients.
• Conduct client asset consolidation and networking.
• Guide clients toward achieving financial goals.

Skills

Relationship building

Client communication

Wealth management

Education

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance license

Job description

Charles Schwab in Redmond, WA is looking for a Financial Consultant to assist clients with wealth management and financial planning. The successful candidate will have an active FINRA Series 7 license and must be capable of building strong relationships with clients.

In this position, you will provide clients with personalized advice and grow your practice through asset consolidation and referrals. Schwab offers a supportive environment for professional growth along with a comprehensive benefits package.