Financial Services Professional

3 days ago


Providence, Rhode Island, United States Charles Schwab Full time

{"h2": "Your Opportunity at Charles Schwab", "p": "At Charles Schwab, you'll have the power to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for helping clients achieve their financial goals. As a Financial Consultant, you'll be empowered to challenge the status quo and transform the finance industry together with us.

In this exciting role, you'll provide clients with personalized financial guidance, forming lasting relationships built on trust, respect, and a shared vision for their financial futures. You'll also have the opportunity to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Charles Schwab, you'll be responsible for procuring and growing your own client base, providing them with wealth management and financial planning advice. Over time, you'll develop a holistic practice through client asset consolidation, networking, and earning client referrals. If you have a valid FINRA Series 7 license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What You'll Have:

* A valid and active FINRA Series 7 license required
* 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
* Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
* Ability to adapt and implement change as the market and business conditions evolve
* Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
* Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.

What's in It for You:

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

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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