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Wealth Management Professional

2 months ago

Burlington, New Jersey, 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 retirement planning, education planning, investment management, 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 strategies and risk management.
  • Collaborate with other Schwab specialists and teams to provide comprehensive financial solutions to clients.
  • Meet or exceed sales and revenue targets, while maintaining a high level of customer satisfaction.
Requirements
  • Valid and active FINRA Series 7 license required.
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance license during tenure.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to work in a fast-paced environment, with multiple priorities and deadlines.
  • Passion for delivering exceptional client service and exceeding client expectations.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
  • Opportunities for professional development and career advancement.
  • A supportive and collaborative work environment.
About Charles Schwab

Charles Schwab is a leading financial services company, dedicated to helping our clients achieve their financial goals and objectives. We are committed to providing our clients with exceptional service, innovative products, and expert advice.