Wealth Management Consultant — Grow Client Plans

Fairygodboss; Savannah (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+6

Tuition reimbursement

Health, dental, vision insurance

Job summary

Schwab is seeking a Financial Consultant to serve existing clients, offering wealth management and planning guidance. You will expand your practice by consolidating assets, networking, and earning referrals, joining a collaborative team of professionals.

Active FINRA Series 7 is required; Series 66 and Life & Health Insurance credentials will be pursued during tenure. This on-site role offers a path to career growth and client impact.

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance will be required during tenure.

Responsibilities

• Provide wealth management and financial planning advice to Schwab clients.
• Grow your practice through asset consolidation, networking, and client referrals.

Skills

Relationship-building

Client communication

Market knowledge

Job description

Schwab is seeking a Financial Consultant to serve existing clients, offering wealth management and planning guidance. You will expand your practice by consolidating assets, networking, and earning referrals, joining a collaborative team of professionals.

Active FINRA Series 7 is required; Series 66 and Life & Health Insurance credentials will be pursued during tenure. This on-site role offers a path to career growth and client impact.