Charles Schwab · 2 hours ago
Wealth Management Coach and Consultant- Chicago, IL
Chicago, IL
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expCharles Schwab is a financial services company that champions Main Street over Wall Street and aims to transform the finance industry. The Wealth Management Coach & Consultant role focuses on enhancing branch employees' client engagement skills and promoting Schwab's Modern Wealth Management experience through targeted coaching and development.
Financial Services
Responsibilities
Developing branch employees through coaching and consulting to promote Schwab’s Modern Wealth Management experience
Improving efficiency and effectiveness
Enhancing client interactions and engagement skills through Schwab’s EDGE sales process
Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly
Showcasing appropriate wealth management strategies and solutions for various client scenarios
Promoting a consistent adoption of Schwab’s practice management standards
Determining and implementing effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention
Qualification
Required
BA/BS required
MBA a plus
FINRA Series 7 and 66 required
Must have a minimum of 10-15 years in the financial services industry
Must have 7+ years of sales leadership experience
Comprehensive understanding of Wealth Management and effective client engagement skills
Must have the ability to formulate and teach efficient client engagement/sales process
Deep knowledge of brokerage, advised, and banking product/services
Extensive knowledge of Financial Planning
Exceptional customer focus, including ability to think in terms of customer experience/perspective
Strong competency and demonstrated passion for coaching and employee development
Demonstratable success executing and understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage
Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk
Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment
Ability to inspire organization change/growth
Strong organizational, collaboration, and partnership skills
Excellent verbal and communication skills
High degree of flexibility and comfort managing competing priorities
Superior skills with MS Excel and PPT
Typical travel is about 50% of the time for supervision and meetings
Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity
Preferred
Industry certifications (CIMA/CFP/CFA/CWS)
Benefits
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase