Wealth Planning Consultant — Build Lasting Client Futures

Charles Schwab Corporation; Millburn (NJ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Schwab Training and Development

Wealth Management University Training

Career Pathing and Mentorship

Job summary

Charles Schwab Corporation seeks a Financial Consultant to blend planning expertise with holistic guidance in investing, retirement readiness, and education goals. You will start with an existing client book and develop lasting relationships, guided by Schwab mentors and a four-level career track.

Training through Wealth Management University and mentorship programs will support ongoing development. A competitive base salary plus performance incentives aims to reward tenure and growth in the

Qualifications

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Ability to communicate investment concepts clearly and empathetically to clients.

Responsibilities

• Provide holistic financial guidance including retirement and education planning.
• Collaborate with Schwab specialists to tailor client solutions and drive outcomes.
• Develop and grow client relationships to deepen loyalty and increase book size.

Skills

Business Development

Relationship Building

Investment Planning

Education

FINRA Series 7 License

FINRA Series 66 (63/65)

Life & Health Insurance License

CFP Certification (plus)

Job description

Charles Schwab Corporation seeks a Financial Consultant to blend planning expertise with holistic guidance in investing, retirement readiness, and education goals. You will start with an existing client book and develop lasting relationships, guided by Schwab mentors and a four-level career track.

Training through Wealth Management University and mentorship programs will support ongoing development. A competitive base salary plus performance incentives aims to reward tenure and growth in the