Financial Consultant
3 weeks ago
At Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for helping clients achieve their financial goals. As a Financial Consultant, you'll be empowered to form lasting relationships with clients, providing them with expert guidance and support to help them reach their financial futures.
This exciting role is at the heart of our firm's commitment to helping clients own their financial futures. You'll have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Schwab Financial Advisor, you will be responsible for procuring and growing your own client base, providing them with wealth management and financial planning advice. You'll have the opportunity to grow your practice holistically through client asset consolidation, networking, and earning client referrals.
What You'll Need
Required Qualifications:
- 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, and exceeding client expectations.
- 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 clients progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients, including Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience, in addition to furthering your own professional development in Wealth Management.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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