Financial Consultant

2 weeks ago


Richmond, United States Charles Schwab Full time
Transforming Finance Together

At Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. As a Financial Consultant, you'll be part of a dynamic team that challenges the status quo and drives innovation.

Your Opportunity

As a key member of our branch team, you'll provide clients with expert financial guidance, building lasting relationships based on trust, respect, and shared goals. You'll have the freedom to take charge of your professional journey, with a supportive culture and diverse career opportunities.

Key Responsibilities
  • Procure and grow your practice through client asset consolidation, networking, and referrals
  • Provide wealth management and financial planning advice to existing Schwab clients
  • Develop strong relationships with clients, leveraging your knowledge of the markets and our team of specialists
  • Stay up-to-date with industry developments and adapt to changing market conditions
Requirements
  • Valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure
  • Ability to build strong relationships, engage trust, and deepen client relationships
  • Strong communication and problem-solving skills
What We Offer

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our competitive benefits package includes:

  • 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
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

By joining our team, you'll be part of a purpose-driven culture that values your growth and development. Apply now to take the first step in your career journey with Charles Schwab.


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