Financial Consultant

4 days ago


Lexington, Massachusetts, United States Charles Schwab Full time
About the Role

As a Financial Consultant at Charles Schwab, you will be responsible for providing clients with wealth management and financial planning advice. This exciting role offers the opportunity to grow your practice holistically through client asset consolidation, networking, and earning client referrals.

Key Responsibilities
  • Procure new clients and provide them with financial guidance and wealth management advice.
  • Grow your practice through client asset consolidation, networking, and earning client referrals.
  • Work closely with Schwab specialists to leverage their expertise and provide clients with comprehensive financial solutions.
Requirements
  • A valid and active FINRA Series 7 license is required.
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance is required during your tenure on the job.
Preferred Qualifications
  • Ability to build strong relationships, engage, and encourage trust with clients.
  • Strong communication and interpersonal skills.
  • Passion for community engagement and sharing market insights with clients.
What We Offer
  • A competitive salary range.
  • Bonus or incentive opportunities.
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.

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