Financial Consultant

4 weeks ago


Richmond, Virginia, United States Charles Schwab Full time
Position Overview:

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.

Key Responsibilities:

As a Financial Consultant at Schwab, you will be responsible for providing clients with wealth management and financial planning advice. You'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

Required Qualifications:

A valid and active FINRA Series 7 license is required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance is also required during your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.

What's in it for you:

We offer a competitive benefits package that takes care of the whole you both today and in the future: 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.

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