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Financial Consultant

2 months ago

Burlington, Massachusetts, United States Charles Schwab Full time
About the Role

As a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to existing clients. This role requires a strong understanding of financial markets, investment strategies, and client relationships.

Key Responsibilities
  • Provide financial planning and wealth management advice to clients
  • Develop and implement investment strategies to meet client goals
  • Build and maintain strong relationships with clients
  • Stay up-to-date with market trends and regulatory changes
  • Collaborate with internal teams to provide comprehensive financial solutions
Requirements
  • Valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
  • Strong communication and interpersonal skills
  • Ability to work in a team environment
  • Passion for delivering exceptional client service
What We Offer
  • Competitive salary and bonus opportunities
  • Comprehensive benefits package, including 401(k) and employee stock purchase plan
  • Paid time off and sabbatical program
  • Tuition reimbursement and professional development opportunities
  • Collaborative and supportive work environment