Financial Advisory Consultant

2 weeks ago


Orland Park, Illinois, United States Charles Schwab Full time

Position Type:
Regular

Your Opportunity

At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to collectively "challenge the status quo" and reshape the finance industry.

As a Financial Advisory Consultant (FAC) at Charles Schwab, you will have the chance to learn and develop within our Branch Network from the ground up.

This role serves as an entry point on the journey towards becoming a Financial Consultant (FC) at Schwab, providing the exposure and experience necessary to advance in this dynamic field.

You will discover what it takes to cultivate a client portfolio through proactive outreach to existing Schwab clients, identifying opportunities through needs-based assessments and presenting suitable products and solutions.

You will observe our proficient FCs and learn how to deliver exceptional value and service through collaboration and mentorship.

If you are looking for the first step towards a fulfilling and rewarding career in financial consulting, the Financial Advisory Consultant position at Schwab is an excellent choice.

What You Have

Required Qualifications:
- A valid and active Series 7 license is required (this license may be obtained under a condition of employment through the Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license is required (this license may be obtained under a condition of employment)
- A valid and active Life and Health Insurance license is required (this may be obtained under a condition of employment)

Preferred Qualifications:
- 2 years of experience in the financial services sector
- Ability to leverage business development experience
- A passion for acquiring knowledge of brokerage and banking products and services
- A willingness to build strong client relationships

In accordance with SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry system and maintain good standing.

You will be required to register and undergo the necessary SAFE Act background check and registration process.
What's in it for You

At Charles Schwab, we are dedicated to empowering our employees' personal and professional success.

Our purpose-driven, supportive culture, and focus on your development means you will receive the tools necessary to make a positive impact in the finance industry.

We offer a competitive benefits package that addresses your overall well-being – both now and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time off for vacation, volunteering, and a 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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