Financial Consultant
3 days ago
At Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. Our innovative approach to wealth management combines creative problem-solving with a passion for helping others achieve their financial goals.
About the RoleAs a Financial Consultant at Schwab, you'll work closely with existing clients to provide personalized wealth management and financial planning advice. Over time, you'll grow your practice through client asset consolidation, networking, and referrals. If you have a securities license, enjoy working in a team environment, and share our commitment to client satisfaction, this role may be the perfect fit for you.
Key Responsibilities- Provide financial guidance and wealth management advice to clients
- Build and maintain strong relationships with clients to deepen their trust and loyalty
- Stay up-to-date on market trends and industry developments to deliver exceptional client service
- Collaborate with Schwab specialists and other teams to leverage our expertise and resources
- Valid and active FINRA Series 7 license
- Ability to obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance license
- Strong communication and interpersonal skills
- Passion for delivering exceptional client service and building long-term relationships
At Charles Schwab, we're committed to helping our employees achieve their full potential and make a lasting impact on our clients' lives. Our supportive culture, diverse career opportunities, and competitive benefits package make us an ideal place to grow your career and build a brighter future.
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