Financial Consultant
5 days ago
As a Financial Consultant at Charles Schwab, you will play a critical role in helping clients achieve their financial goals. You will be responsible for providing personalized financial guidance and advice to clients, helping them navigate the complexities of the financial markets and make informed investment decisions.
Key Responsibilities- Build and maintain strong relationships with clients, understanding their financial needs and goals
- Provide expert financial guidance and advice to clients, helping them make informed investment decisions
- Develop and implement comprehensive financial plans for clients, taking into account their individual circumstances and goals
- Stay up-to-date with market trends and developments, ensuring that clients have access to the latest information and insights
- Collaborate with other Schwab professionals to provide a comprehensive range of financial services to clients
At Charles Schwab, we are committed to empowering our employees to achieve their full potential. We offer a competitive benefits package, including a 401(k) plan with company match, employee stock purchase plan, and tuition reimbursement. We also offer a range of professional development opportunities, including training and education programs, to help you advance your career.
Requirements- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as required
- Ability to build strong relationships and communicate effectively with clients
- Strong analytical and problem-solving skills
- Passion for helping clients achieve their financial goals
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