Financial Consultant

3 weeks ago


Juneau, Alaska, United States Charles Schwab Full time
About the Role

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.

Key Responsibilities
  • Provide financial guidance and wealth management advice to existing Schwab clients.
  • Grow your practice holistically through client asset consolidation, networking, and earning client referrals.
  • Work with a team of Schwab specialists to leverage our expertise and knowledge of the markets.
  • Develop and implement tailored financial plans to help clients achieve their goals.
  • Stay up-to-date with market trends and conditions to provide informed advice to clients.
Requirements
  • A valid and active FINRA Series 7 license.
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as required.
  • Strong communication and relationship-building skills.
  • Ability to adapt and implement change as the market and business conditions evolve.
  • Passion for community engagement and sharing market insights with clients.
What We Offer
  • A competitive benefits package, including 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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