Financial Consultant

5 days ago


Leesburg, Virginia, 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, 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 on investment opportunities and risk management strategies.
  • Collaborate with other Schwab professionals to provide comprehensive financial solutions to clients, including banking and lending services, insurance, and retirement planning.
  • Develop and implement client communication strategies to deepen client relationships and exceed client expectations.
Requirements
  • Valid and active FINRA Series 7 license required.
  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy.
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
  • Openness to manage wealth on behalf of our clients, including retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
  • Ability to adapt and implement change as the market and business conditions evolve.
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
  • Desire to provide an outstanding investor experience, in addition to furthering your own professional development in Wealth Management.
What 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 a 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.
About Charles Schwab

At Charles Schwab, 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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