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Financial Consultant

4 weeks ago

Madison, Wisconsin, United States Charles Schwab Full time
Transform the Finance Industry with Charles Schwab

At Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. Our innovative culture combines creative problem-solving with a passion for helping clients achieve their financial goals.

As a Financial Consultant, you will be responsible for providing clients with expert financial guidance and building lasting relationships based on trust and respect. You will have the opportunity to grow your practice through client referrals, networking, and asset consolidation.

What You'll Need

To succeed in this role, you will need:

  • A valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure

We are looking for individuals who are passionate about serving clients, enjoy working in a team environment, and have a strong desire to learn and grow with our company.

What's in It for You

At Charles Schwab, 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

By joining our team, you will have the opportunity to make a positive impact on the finance industry and achieve your personal and professional goals.