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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 encouraged to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge the status quo' and revolutionize the finance sector together.


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 support, and continuous guidance based on Schwab's investment philosophy.

You will directly influence the lives of clients, acting as a fiduciary within a dedicated Schwab Wealth Advisory team to provide an outstanding client experience.

SWA's advisory philosophy will enable you to utilize a broad range of products (such as stocks, bonds, ETFs, mutual funds, separately managed accounts, and options trading), positioning you for success in assisting clients with their more intricate portfolios and achieving their objectives. You will thrive within an experienced, collaborative team while strengthening relationships with various partners, including leading industry 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 helping clients and pursuing your passion, this could be the right 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 growth.

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 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.