Financial Consultant
2 weeks ago
At Charles Schwab, we're committed to helping you achieve your full potential as a Financial Consultant. As a key member of our branch team, you'll provide clients with expert financial guidance, building lasting relationships based on trust, respect, and shared goals.
With our supportive culture and diverse range of career opportunities, you'll have the freedom to take charge of your professional journey. Our focus on client satisfaction and your development means you'll get the tools you need to make a positive impact in the finance industry.
As a Financial Consultant, you'll be responsible for procuring new clients, providing them with wealth management and financial planning advice, and growing your practice through client asset consolidation, networking, and referrals.
Required Qualifications:
- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications:
- Ability to build strong relationships and communicate effectively with clients
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, and their knowledge of the markets to help clients achieve their goals
- Openness to manage wealth on behalf of 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 and sharing market insights with clients
- Desire to provide an outstanding investor experience and further their own professional development in Wealth Management
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
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