Financial Consultant

5 days ago


Atlanta, Georgia, United States Charles Schwab Full time
About the Role

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

Key Responsibilities
  • Provide financial planning and wealth management advice to clients
  • Develop and implement customized financial plans for clients
  • Build and maintain strong relationships with clients
  • Stay up-to-date with industry trends and developments
Requirements
  • Valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
  • Strong communication and interpersonal skills
  • Ability to work in a team environment
What We Offer
  • Competitive salary and bonus opportunities
  • 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

We are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.



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