Wealth Planning Consultant

Charles Schwab Corporation; Columbia (MD); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Wealth Management University training

Career Pathing

Competitive compensation with growth

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures, combining planning expertise with holistic guidance in investing, retirement, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships through effective communication and service.

The role includes comprehensive training via Wealth Management University, a week-long bootcamp, and ongoing mentorship to advance within a four-level track.

Qualifications

• Active FINRA Series 7 license is required.
• Acquiring FINRA Series 66 (63/65) will be required during tenure.
• Life & Health Insurance license will be required during tenure.
• CFP designation is a plus; tuition reimbursement and CFP Cohort program available.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Provide holistic financial guidance covering investing, retirement readiness, and education goals.
• Collaborate with Schwab specialists and follow guidance to help clients progress toward their goals.
• Develop and deepen client relationships through clear communication and excellent service.

Skills

Relationship building

Business development

Investment planning

Education

CFP certification (preferred)

Job description

Charles Schwab Corporation is seeking a Financial Consultant to help clients own their financial futures, combining planning expertise with holistic guidance in investing, retirement, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships through effective communication and service.

The role includes comprehensive training via Wealth Management University, a week-long bootcamp, and ongoing mentorship to advance within a four-level track.