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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
  • Procure and manage existing Schwab clients, providing them with wealth management and financial planning advice.
  • Grow your practice holistically through client asset consolidation, networking, and earning client referrals.
  • Develop and implement a focused client communication strategy to deepen client relationships and exceed expectations.
  • Leverage Schwab specialists, advice guidelines, and your knowledge of the markets to inspire action and help clients achieve their goals.
  • Manage wealth on behalf of clients, including retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
  • Stay up-to-date with market and business conditions, and adapt and implement change as needed.
  • Pursue community engagement to share and discuss market conditions, sound investing principles, and ideal wealth and long-term investment strategies with clients.
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 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.