Financial Consultant

4 weeks ago


Beaverton, Oregon, United States Charles Schwab Full time
About the Role

As a Financial Consultant at Charles Schwab, you will be responsible for providing wealth management and financial planning advice to existing clients, growing your practice through client asset consolidation, networking, and referrals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, including retirement planning, education planning, investment management, and estate planning.
  • Build and maintain strong relationships with clients, providing exceptional customer service and exceeding client expectations.
  • Stay up-to-date on market trends and industry developments, leveraging this knowledge to provide informed advice and guidance to clients.
  • Collaborate with Schwab specialists and other team members to deliver a seamless client experience.
  • Meet or exceed sales and revenue targets, driving business growth and expansion.
Requirements
  • 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 tenure.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Passion for delivering exceptional client service and driving business growth.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
  • Opportunities for professional development and career advancement.
  • A supportive and collaborative work environment.

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