Senior Financial Consultant - Wealth Planning & Growth
charles schwabArdmore (PA)
Senior Financial Consultant - Wealth Planning & Growth
Posted 2 days ago
charles schwabArdmore (PA)
SENIORITY
Senior
About the role
Charles Schwab is hiring a Financial Consultant to help clients own their financial futures, combining planning with holistic guidance across investing, retirement, and education goals within our branch network.
You’ll start with an existing book of Schwab clients, receive comprehensive training via Wealth Management University, and advance along a structured four‑level career track with mentorship and ongoing development.
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.