Financial Consultant

2 weeks ago


Rowland Heights, California, 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.

Key Responsibilities
  • Provide financial guidance to clients while forming lasting relationships built on trust, respect, and reaching a common goal.
  • Grow your practice holistically through client asset consolidation, networking, and earning client referrals.
  • Work with a team of Schwab specialists to leverage our expertise and provide exceptional client service.
  • Stay up-to-date on market trends and industry developments to provide informed advice to clients.
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.
  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy.
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
What's in it for you

We offer a competitive benefits 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.


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