Financial Consultant

3 weeks ago


Chattanooga, Tennessee, United States Charles Schwab Full time
About the Role

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
Requirements
  • 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
Preferred Qualifications
  • 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
What's in it for You

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


  • Chattanooga, Tennessee, United States Meron Financial Agency Full time

    Unlock Your Potential as a Financial ConsultantMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. We're seeking passionate and driven individuals who want to make a meaningful impact on people's lives as financial consultants.Why Choose Meron Financial Agency?We offer a client-centric...


  • Chattanooga, Tennessee, United States Magellan Health Full time

    Position OverviewThis role is dedicated to delivering personal financial guidance at designated military locations. The primary focus includes comprehensive personal financial counseling services for military personnel and their families. The services encompass education and advisory sessions that may involve one-on-one consultations, collaboration with...


  • Chattanooga, Tennessee, United States Magellan Health Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health. As a key member of our financial wellness team, you will provide expert financial guidance and support to military service members and their families.Key ResponsibilitiesProvide comprehensive financial counseling and management services to service...

  • Financial Counselor

    2 weeks ago


    Chattanooga, Tennessee, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive personal financial counseling services to military service members and their families. The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work...

  • Financial Counselor

    4 weeks ago


    Chattanooga, Tennessee, United States Magellan Health Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor to provide expert financial guidance to military service members and their families at assigned installations. As a key member of our team, you will play a critical role in helping individuals achieve financial stability and security.Key ResponsibilitiesProvide one-on-one counseling and...


  • Chattanooga, Tennessee, United States Tetra Tech Full time

    About the RoleTetra Tech is seeking a highly motivated and detail-oriented Environmental Scientist/Engineer to join our team in Chattanooga, TN. As a key member of our environmental consulting team, you will provide technical assistance in support of site investigations, site remediation, sampling, community involvement, removal action oversight, air...

  • Branch Manager

    3 weeks ago


    Chattanooga, Tennessee, United States CURO Financial Technologies Full time

    Job Title: Branch ManagerCURO Financial Technologies is seeking a highly motivated and experienced Branch Manager to lead our local branch and drive business growth. As a key member of our team, you will be responsible for managing day-to-day operations, including profit and loss responsibility for the branch's operational budget.Key Responsibilities:Manage...


  • Chattanooga, Tennessee, United States Lennar Homes Full time

    About the RoleWe are seeking a highly motivated and results-driven New Home Consultant to join our team at Lennar Homes. As a New Home Consultant, you will be responsible for managing the new home purchase process from initial customer contact to closing, aiming to create a positive and memorable experience for our customers.Key ResponsibilitiesEngage and...

  • Leasing Consultant

    3 weeks ago


    Chattanooga, Tennessee, United States Gallery Residential Full time

    Job SummaryThe Marketing Representative is a key member of the Gallery Residential team, responsible for driving occupancy, revenue, and resident retention goals through effective leasing and marketing strategies.Key Responsibilities:Develop and implement short- and long-term marketing plans to sustain occupancy and drive sales results.Conduct property...

  • Leasing Consultant

    1 week ago


    Chattanooga, Tennessee, United States Gallery Residential Full time

    Job SummaryThe Marketing Representative is a key member of the Gallery Residential team, responsible for driving occupancy and revenue growth through effective marketing and leasing strategies. This role requires a strong sales and marketing background, with the ability to work independently and as part of a team to achieve business objectives.Key...

  • Treatment Coordinator

    4 weeks ago


    Chattanooga, Tennessee, United States Guardian Dentistry Partners Full time

    Treatment Coordinator Job SummaryWe are seeking a highly organized and detail-oriented Treatment Coordinator to join our team at Guardian Dentistry Partners. As a Treatment Coordinator, you will play a critical role in ensuring patients understand and schedule necessary treatment. Your responsibilities will include coordinating communications between doctors...

  • Treatment Coordinator

    14 hours ago


    Chattanooga, Tennessee, United States Guardian Dentistry Partners Full time

    Job Summary:We are seeking a highly organized and detail-oriented Treatment Coordinator to join our team at Guardian Dentistry Partners. As a Treatment Coordinator, you will play a critical role in ensuring patients understand and schedule necessary treatment. Your responsibilities will include coordinating communications between doctors and patients,...

  • Senior Tax Consultant

    2 months ago


    Chattanooga, Tennessee, United States The Ladders Full time

    Taxation Supervisor Are you ready to take charge of your career and work alongside a team that values your input? If you are seeking a fulfilling career with no boundaries, we have an exciting opportunity for you at The Ladders.The Ladders is a network of professionals providing tax, audit, accounting, advisory, and wealth management services. We combine...


  • Chattanooga, Tennessee, United States Magellan Health Full time

    Position OverviewThis role involves delivering comprehensive financial guidance at designated military facilities. The primary focus is on providing a wide range of personal financial counseling services to military personnel and their families. These services encompass educational initiatives and counseling that may include, but are not limited to,...


  • Chattanooga, Tennessee, United States Geosyntec Consultants Full time

    Senior Water Resources Engineer or ScientistWe are seeking a highly skilled and experienced Senior Water Resources Engineer or Scientist to join our team at Geosyntec Consultants. As a key member of our water resources engineering team, you will be responsible for leading and managing complex projects, developing business opportunities, and providing...


  • Chattanooga, Tennessee, United States HHM CPAs Full time

    Automotive Controller Job DescriptionHHM CPAs is seeking a highly skilled Automotive Controller to join our team. As a key member of our accounting department, you will be responsible for handling all aspects of dealership accounting duties.We are looking for someone with 5+ years of experience in the automotive industry, preferably in a large dealership...


  • Chattanooga, Tennessee, United States HHM CPAs Full time

    Automotive Controller Job DescriptionHHM CPAs is seeking a highly skilled Automotive Controller to join our team. As a key member of our accounting department, you will be responsible for handling all aspects of dealership accounting duties.We are looking for someone with 5+ years of experience in the automotive industry, preferably in a large dealership...


  • Chattanooga, Tennessee, United States Planet Healthcare Full time

    Job DetailsPlanet Healthcare is seeking a skilled travel nurse RN Cardiac Stepdown to join our team.Job RequirementsSpecialty: Cardiac StepdownDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelAbout the PositionAs a travel nurse RN Cardiac Stepdown, you will be responsible for providing high-quality patient care...


  • Chattanooga, Tennessee, United States CMTA Inc Full time

    About the RoleCMTA Inc is seeking an experienced Electrical Engineer to join our team. As an Electrical Engineer with CMTA, you will be responsible for designing electrical systems, power distribution, lighting and lighting controls, emergency power, UPS, and renewable energy systems for various clients.ResponsibilitiesDesign electrical systems, power...

  • Tax Professional

    1 month ago


    Chattanooga, Tennessee, United States Gpac Full time

    {"title": "Tax Senior Position", "content": "Job SummaryWe are seeking a highly skilled Tax Senior to join our team at GPAC. As a Tax Senior, you will play a critical role in providing expert tax advice and ensuring compliance with tax regulations.Key ResponsibilitiesReview and manage tax returns, ensuring accuracy and compliance with current tax...