Financial Consultant

2 weeks ago


Vero Beach, Florida, United States Charles Schwab Full time
Unlock Your Potential as a Financial Consultant at Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping our clients achieve their financial goals. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.

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

As a Financial Consultant, you'll have the opportunity to work with a diverse range of clients, providing them with expert financial guidance and advice. You'll be part of a dynamic team that's passionate about helping people achieve their financial goals.

Key Responsibilities:

  • Provide financial guidance and advice to clients
  • Develop and implement personalized financial plans
  • Build and maintain strong relationships with clients
  • Stay up-to-date with industry trends and developments

Requirements:

  • Valid and active FINRA Series 7 license
  • Ability to build strong relationships and communicate effectively with clients
  • Strong analytical and problem-solving skills
  • Ability to work in a fast-paced environment and meet deadlines

Preferred Qualifications:

  • FINRA Series 66 (63/65) license and Life & Health Insurance
  • Experience in wealth management or a related field
  • Strong knowledge of financial markets and products
  • Ability to adapt to changing market conditions

By joining our team, you'll have the opportunity to grow your career and make a real difference in the lives of our clients. Apply now to become a Financial Consultant at Charles Schwab and start your journey to success


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