Financial Consultant- Wilmington, NC
2 weeks ago
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.
Job Summary:We're seeking a highly motivated and experienced Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients. You will work closely with our clients to understand their financial goals and develop personalized plans to help them achieve their objectives.
Key Responsibilities:- Provide financial guidance and wealth management advice to clients
- Develop and implement personalized financial plans for clients
- Build and maintain strong relationships with clients
- Stay up-to-date with industry trends and developments
- Collaborate with internal teams to provide comprehensive financial solutions
- Valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
- Strong communication and interpersonal skills
- Ability to work in a team environment
- Passion for serving clients and making a positive impact in the finance industry
- Competitive salary and bonus opportunities
- 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
- Tuition reimbursement
- Health, dental, and vision insurance
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