Wealth Planning Consultant: Grow Your Client Book & Impact

Charles Schwab Corporation; Lone Tree (CO); On-site; USD 85,000 - 120,000; Full time

Job summary

Charles Schwab Corporation in Lone Tree, CO seeks a Financial Consultant to blend planning expertise with holistic financial guidance for investing, retirement readiness, and education goals. You’ll start with an established client book and nurture relationships through clear, empathetic advice.

The role includes comprehensive training through Wealth Management University and a structured career path, with mentorship and growth as your book expands and your advisory responsibilities evolve.

Qualifications

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during tenure on the job.
• Obtaining or acquiring Life & Health Insurance as it will be required during tenure on the job.
• CFP Certification is a plus. (If not obtained, Tuition Reimbursement and CFP Cohort Program)

Responsibilities

• Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
• Guide clients with holistic financial planning including investing, retirement readiness, education goals, and risk management.
• Build trust and deepen client relationships through a focused client communication strategy and outstanding service.
• Collaborate with Schwab specialists to deliver tailored investment solutions and advisory guidance.
• Maintain high professional standards and comply with FINRA/SEC requirements and firm policies.

Skills

Business Development

Relationship Building

Communication

Client Advisory

Networking

Education

FINRA Series 7

FINRA Series 66 (63/65)

Life & Health Insurance

CFP Certification

Job description

Charles Schwab Corporation in Lone Tree, CO seeks a Financial Consultant to blend planning expertise with holistic financial guidance for investing, retirement readiness, and education goals. You’ll start with an established client book and nurture relationships through clear, empathetic advice.

The role includes comprehensive training through Wealth Management University and a structured career path, with mentorship and growth as your book expands and your advisory responsibilities evolve.