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Financial Advisory Consultant

2 months ago

Marlton, New Jersey, United States Charles Schwab Full time
Position Type: Regular Your Opportunity

At Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to "challenge the status quo" and transform the finance industry collaboratively.

As a Financial Advisory Consultant (FAC) at Charles Schwab, you have the chance to learn and advance within our Branch Network from the ground up. This role serves as an initial step on the path to becoming a Financial Consultant (FC) at Schwab, providing the necessary exposure and experience to thrive in this demanding field. You will discover what it takes to cultivate a client portfolio through proactive outreach to existing Schwab clients, identifying opportunities through needs-based assessments and recommending suitable products and solutions. You will observe our proficient FCs and learn how to deliver exceptional value and service through collaboration and mentorship. If you are looking for the first step towards a fulfilling career in financial consulting, consider the Financial Advisory Consultant position at Schwab.

What You Have

Required Qualifications:

  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)

Preferred Qualifications:

  • 2 years of experience in the financial services sector
  • Ability to leverage business development experience
  • Enthusiasm for acquiring knowledge of brokerage and banking products and services
  • Willingness to build strong client relationships

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What's in it for You

At Charles Schwab, we are dedicated to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development ensure you will receive the tools necessary to make a positive impact in the finance industry.

We provide a competitive benefits package that supports your overall well-being – both now and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 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