Wealth Planning Consultant — Grow Your Book & Guide Clients

Charles Schwab Corporation; Framingham (MA); On-site; USD 70,000 - 120,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic financial guidance across investing, retirement readiness, and education goals. You will start with an established book of Schwab clients and grow your practice through relationship-building and comprehensive wealth management.

You will train through Wealth Management University, with ongoing development and mentorship, and a clear four-level career track offering advancement and recognition

Qualifications

• Must hold a valid and active FINRA Series 7 license.
• FINRA Series 66 (63/65) required during tenure.
• Life & Health Insurance licensing required during tenure.
• CFP certification is a plus and encouraged for professional development.

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients to grow the book of business.
• Provide holistic financial guidance including retirement, education planning, and investment strategies.
• Collaborate with Schwab specialists and adhere to advice guidelines to inspire client action and progress toward goals.
• Support wealth management objectives across Retirement, Education, Investment Management, Banking & Lending, Insurance & Risk Management, and Estate Planning.

Skills

Business Development

Relationship Building

Investment Strategies

Financial Planning

Change Adaptation

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification (plus)

Job description

Charles Schwab Corporation is seeking a Financial Consultant to combine planning expertise with holistic financial guidance across investing, retirement readiness, and education goals. You will start with an established book of Schwab clients and grow your practice through relationship-building and comprehensive wealth management.

You will train through Wealth Management University, with ongoing development and mentorship, and a clear four-level career track offering advancement and recognition