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Wealth Management Professional

2 months ago

Oklahoma City, Oklahoma, 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. This role requires a strong understanding of financial markets and a passion for helping clients achieve their financial goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients
  • Provide investment advice and guidance on wealth management strategies
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
  • Collaborate with other Schwab specialists to provide a comprehensive range of financial services to clients
Requirements
  • Valid and active FINRA Series 7 license
  • Ability to build strong relationships with clients and communicate effectively
  • Strong understanding of financial markets and investment products
  • Ability to adapt to changing market conditions and client needs
  • Passion for community engagement and sharing knowledge with clients
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. 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