VP, Financial Consultant- Atlanta

5 days ago


Sandy Springs, United States Charles Schwab Full time
Unlock Your Potential as a Financial Consultant at Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals while growing your own practice and career.

Key Responsibilities:
  • Provide financial guidance and wealth management advice to existing Schwab clients
  • Build strong relationships with clients through effective communication and trust-building strategies
  • Grow your practice through client asset consolidation, networking, and referrals
  • Stay up-to-date with industry developments and best practices in wealth management
Requirements:
  • Valid and active FINRA Series 7 license
  • Ability to build strong relationships and communicate effectively with clients
  • Strong analytical and problem-solving skills
  • Passion for serving clients and helping them achieve their financial goals
What We Offer:
  • Competitive salary and bonus opportunities
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement and professional development opportunities

By joining Charles Schwab, you'll become part of a purpose-driven culture that values your growth and well-being. Apply now to take the first step towards a rewarding career as a Financial Consultant


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