Wealth Planning Consultant: Grow Your Client Book

The Charles Schwab Corporation; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation time

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is hiring a Financial Consultant in San Francisco to help clients pursue their financial futures. You will combine planning expertise with holistic guidance in investing, retirement readiness, and education goals, serving as a trusted partner for life’s financial decisions.

You’ll begin with a book of Schwab clients, build relationships, and develop professionally through Schwab’s Wealth Management University training and mentorship within your branch.

Qualifications

• Valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as required during tenure.
• CFP® Certification is a plus and encouraged with tuition reimbursement and CFP cohort program.

Responsibilities

• Proactively engage existing and prospective clients through warm outreach, consistent sales activity, and community engagement to grow relationships and support long‑term financial needs.
• Build trust through focused client communication, strong follow‑through, and collaboration with Schwab specialists to help clients progress toward their goals.
• Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and evolving market conditions.

Skills

Business Development

Relationship Building

Investment Planning

Job description

The Charles Schwab Corporation is hiring a Financial Consultant in San Francisco to help clients pursue their financial futures. You will combine planning expertise with holistic guidance in investing, retirement readiness, and education goals, serving as a trusted partner for life’s financial decisions.

You’ll begin with a book of Schwab clients, build relationships, and develop professionally through Schwab’s Wealth Management University training and mentorship within your branch.