Wealth Solutions Consultant - Mass Affluent (Bonus Eligible)

Charles Schwab Corporation; Lone Tree (CO); On-site; USD 65,000 - 90,000; Full time

Job summary

Charles Schwab Corporation in Lone Tree, Colorado is seeking a Financial Consultant to engage Mass Affluent clients with wealth management guidance and advisory support. You will collaborate with internal specialists to tailor investment solutions, deepen client relationships, and help clients achieve their financial goals.

The role emphasizes proactive outreach, market discussions, and leveraging Schwab’s digital platform to drive meaningful outcomes for clients and growth of your practice.

Qualifications

• Active FINRA Series 7 license.
• Series 66 license (63/65) requirement or eligibility.
• Life & Health Insurance license (may be obtained within 120 days).

Responsibilities

• Conduct client outreach, planning and advisory discussions.
• Deliver virtual client presentations and discuss market trends.
• Collaborate with business partners to provide investment solutions.
• Share best practices within the branch and drive client engagement.
• Leverage Schwab digital tools to enhance the client experience.

Skills

FINRA Series 7

Series 66

Life & Health Insurance

Job description

Charles Schwab Corporation in Lone Tree, Colorado is seeking a Financial Consultant to engage Mass Affluent clients with wealth management guidance and advisory support. You will collaborate with internal specialists to tailor investment solutions, deepen client relationships, and help clients achieve their financial goals.

The role emphasizes proactive outreach, market discussions, and leveraging Schwab’s digital platform to drive meaningful outcomes for clients and growth of your practice.