Wealth Planning Consultant — Client Growth & Guidance

Charles Schwab Corporation; Lincolnwood (IL); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Charles Schwab Corporation is seeking a Financial Consultant in Illinois to serve as a trusted partner guiding clients on investing, retirement readiness, and education goals. You will build and grow your book while collaborating with branch leadership and mentors to advance professionally.

The role includes training, certification tracks, and performance-driven compensation as you help clients work toward financial outcomes.

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) during tenure.
• Obtaining or acquiring Life & Health Insurance as required.
• CFP Certification is a plus and supported for development.

Responsabilités

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Maintain consistent sales activity to deepen client relationships.
• Share market insights, investing principles and wealth strategies with clients.
• Deliver outstanding investor experience and leverage Schwab specialists to inform decisions.
• Collaborate with branch leadership to support career development and client outcomes.

Connaissances

Business Development

Relationship Building

Investment Strategies

Formation

FINRA Series 7 license

FINRA Series 66 (63/65) progress

Life & Health Insurance license

CFP Certification (plus)

Description du poste

Charles Schwab Corporation is seeking a Financial Consultant in Illinois to serve as a trusted partner guiding clients on investing, retirement readiness, and education goals. You will build and grow your book while collaborating with branch leadership and mentors to advance professionally.

The role includes training, certification tracks, and performance-driven compensation as you help clients work toward financial outcomes.