Wealth Planning Consultant: Growth & Training Path

Charles Schwab Corporation; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab Corporation is seeking a Financial Consultant in New York to combine planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, serving clients with clarity and empathy. You will start with an existing client book and build lasting relationships while growing your practice.

You will complete Wealth Management University training, followed by a bootcamp and ongoing mentorship as you advance along Schwab's four-level

Qualifications

• A valid and active FINRA Series 7 license required.
• FINRA Series 66 (63/65) required during tenure.
• Life & Health Insurance license required during tenure.
• CFP Certification is a plus; Tuition Reimbursement and CFP Cohort Program available.

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.
• Discuss market conditions and investing principles with clients to tailor wealth strategies.
• Help clients with retirement planning, education goals, investment management, banking & lending, insurance & risk management, and estate planning.

Skills

Business Development

Relationship Building

Investment Strategies and Financial Pl

Education

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance license

CFP Certification (plus)

Job description

Charles Schwab Corporation is seeking a Financial Consultant in New York to combine planning expertise with holistic financial guidance, including investing, retirement readiness, and education goals, serving clients with clarity and empathy. You will start with an existing client book and build lasting relationships while growing your practice.

You will complete Wealth Management University training, followed by a bootcamp and ongoing mentorship as you advance along Schwab's four-level