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Senior Wealth Management Consultant

2 months ago

Orlando, Florida, United States Charles Schwab Full time

Position Type:


Are you equipped with the necessary qualifications and expertise for this role? Discover the details below.

Regular

Your Opportunity
At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance sector collaboratively.


As a Senior Wealth Management Consultant within Schwab Wealth Advisory (SWA), you will be part of a distinguished, fee-based, and non-discretionary investment advisory service, offering clients a personalized relationship, specialized assistance, and continuous guidance grounded in Schwab's investment philosophy.

Your role will significantly impact clients' lives, working as a fiduciary within a dedicated Schwab Wealth Advisory team to provide an outstanding client experience.

SWA's advisory philosophy will empower you to utilize a wide range of products (such as stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading), equipping you for success in helping clients navigate their more intricate portfolios and achieve their financial objectives. You will thrive within a seasoned, collaborative team while strengthening relationships with various partners, including industry-leading advisors. Additionally, you will have the chance to mentor junior SWA team members.

If you seek to grow with a firm that will challenge you to enhance your wealth management expertise while allowing you to assist clients in doing what you love, this could be the opportunity for you.

What You Have

Required Qualifications:
CFP or CFA designation
Bachelor's degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required (may be obtained with 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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 means you'll receive the tools necessary to make a positive impact in the finance industry.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of in-person collaboration on a regular basis.

We provide a competitive benefits package that addresses the whole you – 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.