Senior Wealth Management Consultant

2 weeks ago


Bala Cynwyd, United States Charles Schwab Full time

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, enabling us to transform the finance industry together.

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 emphasizes building personal relationships, offering specialized service, and providing ongoing advice based on Schwab's investment philosophy.

Your contributions will directly influence clients' lives as you work as a fiduciary within a dedicated Schwab Wealth Advisory team, delivering an exceptional client experience. SWA's advisory approach will empower you to utilize a wide range of investment products (including stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading), positioning you for success in managing clients' complex portfolios and helping them achieve their financial objectives.

You will thrive within an experienced, collaborative team environment while fostering relationships with various partners, including industry-leading advisors. Additionally, you will have the opportunity to mentor junior team members, enhancing your leadership skills.

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 employment condition)
  • Active and valid FINRA Series 66 license required (may be obtained within a 120-day employment condition)
  • 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 growth. Our purpose-driven, supportive culture, and focus on your development provide you with 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 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 off 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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