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Financial Consultant

2 months ago

Huntington Beach, California, United States Charles Schwab Full time
Transforming Client Futures

At Charles Schwab, we empower our employees to make a lasting impact on their careers and the finance industry. Our innovative approach combines creative problem-solving with a passion for helping clients achieve their financial goals.

As a Financial Consultant, you will be responsible for providing wealth management and financial planning advice to existing Schwab clients. You will grow your practice through client asset consolidation, networking, and referrals. If you have a securities license, enjoy working in a team setting, and share our commitment to client satisfaction, this role is ideal for you.

Key Responsibilities
  • Provide financial guidance and advice to clients to help them achieve their financial goals
  • Grow your practice through client relationships, referrals, and networking
  • Collaborate with Schwab specialists and leverage our team's expertise to deliver exceptional client experiences
Requirements
  • A valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure
Preferred Qualifications
  • Strong relationship-building skills and ability to communicate effectively with clients
  • Ability to adapt to changing market conditions and business needs
  • Passion for community engagement and sharing market insights with clients
What We Offer
  • Competitive benefits package, including 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits

We are committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll have the tools to make a positive difference in the finance industry.