Financial Consultant

2 weeks ago


New Bedford, Massachusetts, United States Charles Schwab Full time
Your Opportunity

We're seeking a skilled Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you'll play a critical role in helping clients achieve their financial goals by providing expert guidance and advice on wealth management, investment strategies, and financial planning.

Key Responsibilities:

  • Procure new clients and grow existing relationships through exceptional client service and financial planning expertise
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Stay up-to-date on market trends and regulatory changes to provide informed advice to clients
  • Collaborate with Schwab specialists and other teams to deliver comprehensive financial solutions

Requirements:

  • Valid and active FINRA Series 7 license
  • Ability to build strong relationships and communicate effectively with clients
  • Strong analytical and problem-solving skills
  • Passion for delivering exceptional client service and driving business growth

What We Offer:

  • Competitive salary and bonus opportunities
  • Comprehensive benefits package, including 401(k) and employee stock purchase plan
  • Opportunities for professional development and career advancement
  • A supportive and collaborative work environment

At Charles Schwab, we're committed to empowering our employees' personal and professional success. If you're a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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