Wealth Planning Consultant

Charles Schwab; Red Bank (NJ); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Schwab Training and Development

Career Pathing

Competitive Compensation

401(k) with company match

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Red Bank, NJ seeks a Financial Consultant to combine planning expertise with holistic guidance across investing, retirement readiness, and education goals, guiding clients through financial decisions with clarity and empathy.

You’ll start with a book of Schwab clients, build relationships, and grow your practice while advancing through a four-level track with training, mentorship, and a clear career pathing. Competitive base with an incentive plan that rewards tenure.

Qualifications

• FINRA Series 7 license required.
• CFP certification is a plus.
• Life & Health Insurance license required during tenure.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Maintain consistent sales activity and deepen client relationships.
• Leverage Schwab specialists and guidelines to help clients progress toward goals.
• Provide exceptional investor experience while pursuing ongoing professional development.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Education

CFP Certification

FINRA Series 7

Life & Health Insurance

Job description

Charles Schwab in Red Bank, NJ seeks a Financial Consultant to combine planning expertise with holistic guidance across investing, retirement readiness, and education goals, guiding clients through financial decisions with clarity and empathy.

You’ll start with a book of Schwab clients, build relationships, and grow your practice while advancing through a four-level track with training, mentorship, and a clear career pathing. Competitive base with an incentive plan that rewards tenure.