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Financial Consultant

2 months ago

Kansas City, Missouri, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're 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.

Key Responsibilities
  • Provide financial guidance and wealth management advice to existing Schwab clients, helping them achieve their financial goals.
  • Grow your practice holistically through client asset consolidation, networking, and earning client referrals.
  • Work collaboratively with Schwab specialists and leverage our team's expertise to deliver exceptional client experiences.
  • Stay up-to-date with market trends and business conditions, adapting and implementing changes as needed.
  • Develop and maintain strong relationships with clients, built on trust, respect, and a deep understanding of their financial needs.
Requirements
  • A valid and active FINRA Series 7 license is required.
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance is required during your tenure on the job.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to work in a team environment and collaborate with colleagues to achieve business objectives.
  • Passion for community engagement and a desire to share knowledge and expertise with clients.
What We Offer
  • A competitive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
  • A supportive and inclusive culture, with opportunities for professional growth and development.
  • A comprehensive training program, designed to help you succeed in your role and advance your career.
  • A collaborative and dynamic work environment, with a team of experienced professionals who are passionate about delivering exceptional client experiences.