Financial Consultant
3 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.
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.
- 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.
- 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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