Financial Consultant
3 weeks ago
At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a key role in helping clients achieve their financial goals while forming lasting relationships built on trust, respect, and reaching a common goal.
Key Responsibilities- Provide clients with wealth management and financial planning advice
- Grow your practice holistically through client asset consolidation, networking, and earning client referrals
- Work closely with clients to understand their financial needs and develop tailored solutions
- Stay up-to-date with market trends and regulatory changes to provide expert guidance to clients
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
- Ability to adapt and implement change as the market and business conditions evolve
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
At Schwab, 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
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