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Senior Financial Consultant

2 months ago

Newport Beach, United States Charles Schwab Full time
Job Opportunity

This role is part of the employee branch, responsible for providing wealth management and financial planning advice to Schwab's employees, executives, and Board of Directors. Comprehensive wealth management and financial planning include retirement planning, education planning, investment management, estate planning, equity compensation, deferred compensation, active investing, banking, insurance, and lending needs.

Key Responsibilities
  • Provide guidance built upon the firm's philosophy, policies, and guidelines in meeting the needs of executives and high net worth employees.
  • Manage a practice of clients, including segmentation and proactive outreach.
  • Exhibit independent and strategic thinking, with a strong application of CFPPractice Standards and CWS principles.
  • Communicate with and engage employees, influencing employee action with strong verbal and written presentation skills.
  • Ensure proper risk disciplines are in place to deliver the best outcomes for employees.
  • Proactively recognize life-cycle events for employees and leverage this ability to consolidate and retain assets.
Requirements
  • 10 years of experience in the financial services industry.
  • 5+ years of experience in providing financial advice in a customer-facing role.
  • Professional designations highly preferred: CFP and/or CWS.
  • Active and valid FINRA Series 7.
  • Active and valid FINRA Series 66 (63/65).
  • Active and valid insurance – Life and Health (may be obtained within 120 days of employment).
What We Offer
  • Competitive salary range.
  • Bonus or incentive opportunities.
  • Flexible work options, including remote work and a hybrid schedule.
  • 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.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.