Wealth Planning Consultant

Charles Schwab; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Sabbatical every 5 years (28 days)

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant to start with a book of existing Schwab clients and guide them through investing, retirement readiness, and education goals with empathy. You’ll undergo Wealth Management University training, followed by a bootcamp and ongoing mentorship within your branch, with a four-level track for advancement and leadership opportunities.

Schwab offers competitive base pay with a performance-driven incentive plan, plus a comprehensive benefits package to

Qualifications

• A valid and active FINRA Series 7 license required.
• FINRA Series 66 (63/65) anticipated during tenure on the job.
• CFP Certification is a plus with Tuition Reimbursement and CFP Cohort Program available.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business and strengthen client relationships.
• Build strong relationships using a focused client communication strategy to exceed expectations.
• Provide retirement, education, and investment planning guidance across client portfolios.
• Leverage Schwab specialists and guidelines to help clients progress toward their financial goals.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance license

CFP Certification (plus)

Job description

Charles Schwab is seeking a Financial Consultant to start with a book of existing Schwab clients and guide them through investing, retirement readiness, and education goals with empathy. You’ll undergo Wealth Management University training, followed by a bootcamp and ongoing mentorship within your branch, with a four-level track for advancement and leadership opportunities.

Schwab offers competitive base pay with a performance-driven incentive plan, plus a comprehensive benefits package to