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Wealth Management Advisor

2 months ago

Redmond, Washington, United States Charles Schwab Full time

Exciting Career Path

Become a part of our dynamic team at Charles Schwab and embark on a fulfilling journey in financial advisory services. As a Financial Advisory Consultant, you will have the opportunity to learn and develop within our extensive Branch Network, acquiring invaluable insights into the financial sector. This position lays the groundwork for advancing to a Wealth Management Advisor role, enabling you to cultivate a portfolio of clients and deliver outstanding service.

Key Qualifications:

  • Series 7 license is essential (can be obtained through our Licensing Program)
  • Series 66 (63/65) license is required
  • Life and Health Insurance license is necessary
  • Preferred: 2 years of experience in the financial services sector
  • Experience in business development is advantageous
  • Genuine interest in brokerage and banking products and services

Why Join Us?

At Charles Schwab, we are committed to fostering the growth and success of our employees. Join us in transforming the wealth management landscape and benefit from a competitive and flexible benefits package designed to support you today and in the future.