Financial Consultant

2 days ago


Naperville, Illinois, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're seeking a talented Financial Consultant to join our team. As a key member of our branch team, you'll play a vital role in helping clients achieve their financial goals.

Key Responsibilities
  • Provide financial guidance and wealth management advice to existing Schwab clients
  • Grow your practice through client asset consolidation, networking, and referrals
  • Collaborate with our team of specialists to deliver exceptional client experiences
Requirements
  • Valid and active FINRA Series 7 license
  • Ability to build strong relationships and communicate effectively with clients
  • Strong candidates will also learn to leverage our team's expertise and market knowledge to help clients achieve their goals
What We Offer
  • Competitive salary and bonus opportunities
  • 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
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
Why Join Us?

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive difference in the finance industry.



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