Financial Consultant

2 weeks ago


Pleasanton, California, United States Charles Schwab Full time
Transforming Finance Together

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive difference in the finance industry.

Your Opportunity

As a Financial Consultant at Schwab, you'll provide clients with wealth management and financial planning advice, growing your practice through client asset consolidation, networking, and referrals. If you have a securities license, enjoy working in a team setting, and share our passion for serving clients, this role is for you.

What You'll Bring
  • 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, engage, and encourage trust
    • Strong candidates will learn to leverage our team of Schwab specialists, Schwab advice guidelines, and their knowledge of the markets
    • 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 to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies
    • Desire to provide an outstanding investor experience and further your own professional development in Wealth Management
What's in It for You

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 a 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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