Financial Consultant
4 weeks ago
At Schwab, you're empowered to make a meaningful impact on your career. Our innovative culture combines creative problem-solving with a passion for helping clients own their financial futures.
As a Financial Consultant at Schwab, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and a shared goal. You'll also have the opportunity to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
Key Responsibilities:
- Provide wealth management and financial planning advice to existing Schwab clients
- Grow your practice holistically through client asset consolidation, networking, and referrals
- Work collaboratively with Schwab specialists and leverage our team's expertise
Requirements:
- Valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
What's in it for you:
- Competitive benefits package, including 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Join a purpose-driven culture that empowers your personal and professional success. Apply now to make a positive difference in the finance industry.
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