Wealth Management Consultant: Grow Your Client Book

Charles Schwab; New Jersey; On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in New Jersey is seeking a Financial Consultant to combine planning expertise with holistic financial guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients.

You'll join a branch team with an existing book of clients, focus on relationship-building, and advance through Schwab's four-level Financial Consultant track, with comprehensive training and mentorship.

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining FINRA Series 66 (63/65) as it will be required during your tenure on the job
• Obtaining Life & Health Insurance as it will be required during your tenure on the job
• CFP Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

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.
• Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
• Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management
• Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients' progress toward achieving their goals.

Skills

Business Development

Relationship Building

Investment Strategies and Financial Pl

Job description

Charles Schwab in New Jersey is seeking a Financial Consultant to combine planning expertise with holistic financial guidance across investing, retirement readiness, and education goals, serving as a trusted partner for clients.

You'll join a branch team with an existing book of clients, focus on relationship-building, and advance through Schwab's four-level Financial Consultant track, with comprehensive training and mentorship.