Financial Consultant

5 days ago


Virginia Beach, Virginia, 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.

We're seeking a Financial Consultant to join our team in Virginia Beach, VA. 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 those goals.

You will also be responsible for building strong relationships with our clients, identifying opportunities to grow their assets, and providing exceptional customer service. If you have a passion for finance, a strong work ethic, and a desire to make a positive impact on our clients' lives, we encourage you to apply for this exciting opportunity.

Responsibilities
  • Provide financial guidance and wealth management advice to clients
  • Build strong relationships with clients and identify opportunities to grow their assets
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Provide exceptional customer service and respond to client inquiries in a timely and professional manner
  • Stay up-to-date on industry trends and developments to ensure you're providing the best possible advice to our clients
Requirements
  • Bachelor's degree in Finance, Accounting, or a related field
  • Series 7 and Series 66 licenses (or ability to obtain within 6 months)
  • 2+ years of experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer

We offer a competitive salary and benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off. We also offer opportunities for professional development and advancement within the company.

If you're passionate about finance and committed to delivering exceptional customer service, we encourage you to apply for this exciting opportunity to join our team as a Financial Consultant in Virginia Beach, VA.



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