Wealth Planning Consultant
charles schwabWayzata (MN)
Wealth Planning Consultant
Posted 3 days ago
charles schwabWayzata (MN)
SENIORITY
Senior
About the role
Charles Schwab Corporation in Minnesota is hiring a Financial Consultant to blend financial planning with client guidance across investing, retirement, and education goals. You'll start with an existing client book to deepen relationships and grow your practice.
You'll complete Schwab training through Wealth Management University, pursue ongoing mentorship, and follow a four-level career path with opportunities for leadership. Competitive base salary plus incentive plan.
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.