Financial Consultant

2 weeks ago


Cincinnati, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a critical role in helping clients achieve their financial goals while forming lasting relationships built on trust and respect.

Key Responsibilities
  • Provide financial guidance and wealth management advice to existing Schwab clients
  • Grow your practice through client asset consolidation, networking, and referrals
  • Collaborate with a team of Schwab specialists to deliver exceptional client experiences
  • Stay up-to-date with market trends and industry developments to inform your advice and guidance
Requirements
  • Valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
  • Strong communication and relationship-building skills
  • Ability to adapt to changing market and business conditions
What We Offer
  • Competitive salary and bonus opportunities
  • Comprehensive benefits package, including 401(k) and employee stock purchase plan
  • Paid time off, parental leave, and family building benefits
  • Tuition reimbursement and professional development opportunities

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