Financial Consultant

4 weeks ago


Gaithersburg, Maryland, United States Charles Schwab Full time
Transform the Finance Industry with Schwab

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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