Financial Consultant

6 days ago


Buffalo, New York, 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 and wealth management advice to existing Schwab clients
  • Grow your practice holistically through client asset consolidation, networking, and earning client referrals
  • Work closely with Schwab specialists and leverage our team's expertise to deliver exceptional client experiences
  • Stay up-to-date with market trends and business conditions to adapt and implement change as needed
What We Offer
  • A competitive benefits package, including 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
Requirements
  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job

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