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Financial Consultant

2 months ago

Annapolis, Maryland, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and motivated Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial planning and wealth management services to clients, including investment management, retirement planning, and estate planning.
  • Build and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored solutions to meet those needs.
  • Stay up-to-date with market trends and economic conditions, and provide clients with expert advice and guidance.
  • Work collaboratively with other members of the team to achieve business objectives and provide exceptional client service.
  • Meet or exceed sales and revenue targets, while maintaining a high level of client satisfaction.
Requirements
  • Valid and active FINRA Series 7 license required.
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
  • Passion for delivering exceptional client service and building long-term relationships.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health, dental, and vision insurance, 401(k) with company match, and employee stock purchase plan.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment, with a team of experienced professionals.
  • The chance to make a positive impact on the lives of our clients and the community.