Senior Wealth Management Consultant
2 weeks ago
Position Type: Regular
Your Opportunity
At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to transform the finance industry collaboratively.
As a Senior Wealth Management Consultant within Schwab Wealth Advisory (SWA), you will be part of a premier, fee-based, and non-discretionary investment advisory service. This role provides clients with a personalized relationship, specialized service, and ongoing guidance based on Schwab's investment philosophy. You will directly influence clients' lives, acting as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.
SWA's advisory philosophy empowers you to utilize a broad range of investment products (including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading), positioning you for success in helping clients manage their complex portfolios and achieve their financial objectives. You will grow within an experienced, collaborative team while deepening relationships with various partners, including industry-leading advisors. Additionally, you will have the opportunity to mentor junior team members.
What You Have
Required Qualifications:
- CFP or CFA designation
- Bachelor's degree
- Active and valid FINRA Series 7 license (may be obtained within a 120-day condition of employment)
- Active and valid FINRA Series 66 license required (may be obtained within a 120-day condition of employment)
- Five or more years of advisory experience
Preferred Qualifications:
- Five or more years of direct client interaction in the financial services sector is highly preferred
What's in it for You
At Charles Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture and focus on your development ensure you have the tools necessary to make a positive impact in the finance industry. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility with our strong belief in the value of in-person collaboration.
We offer a competitive benefits package that supports your overall well-being, both now and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
- Paid parental leave and family-building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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