Financial Consultant
2 weeks ago
At 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.
About the RoleWe're seeking a highly motivated and experienced Financial Consultant to join our team. 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 their objectives.
Key Responsibilities- Provide financial guidance and wealth management advice to clients
- Develop and implement personalized financial plans for clients
- Build and maintain strong relationships with clients
- Stay up-to-date with industry trends and developments
- Collaborate with other team members to achieve business objectives
We offer a competitive package that takes care of the whole you - both today and in the future:
- 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
To be successful in this role, you will need:
- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
- Strong communication and interpersonal skills
- Ability to build strong relationships with clients
- Passion for community engagement and sharing knowledge with clients
We're an equal opportunities employer and welcome applications from diverse candidates. If you're passionate about making a positive impact in the finance industry, we'd love to hear from you.
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