Financial Consultant
3 weeks ago
At Charles Schwab, we're seeking a talented 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 on market trends and economic conditions
- Collaborate with other Schwab professionals to provide comprehensive financial solutions
As a Financial Consultant at Charles Schwab, you will have the opportunity to work with a talented team of professionals who are passionate about helping our clients achieve their financial goals. We offer a competitive benefits package, including a 401(k) plan, paid time off, and tuition reimbursement. We also provide ongoing training and development opportunities to help you advance your career.
Requirements- Valid and active FINRA Series 7 license
- Ability to build strong relationships with clients
- Strong communication and interpersonal skills
- Ability to stay up-to-date on market trends and economic conditions
- Collaborative and team-oriented approach
- FINRA Series 66 (63/65) license and Life & Health Insurance
- Ability to adapt and implement change as the market and business conditions evolve
- Passion for community engagement and sharing market insights with clients
- Desire to provide an outstanding investor experience and further professional development in Wealth Management
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