Senior Wealth Consultant - Financial Planning & Guidance
charles schwabLynnwood (WA)
Senior Wealth Consultant - Financial Planning & Guidance
Posted 22 days ago
charles schwabLynnwood (WA)
SENIORITY
Senior
About the role
Charles Schwab is hiring a Financial Consultant who will provide wealth management and financial planning advice to existing clients. This position requires a valid FINRA Series 7 license and entails growing client practices through relationship management and networking.
Key qualifications include strong communication skills and the ability to adapt to changing market conditions. Schwab offers a competitive benefits package and fosters a culture of professional growth and collaboration.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.