Financial Consultant
2 days ago
At Charles Schwab, we're seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you'll play a critical role in helping clients achieve their financial goals by providing expert guidance and support.
As a key member of our branch team, you'll be responsible for building strong relationships with clients, understanding their financial needs, and developing personalized financial plans to help them achieve their objectives.
You'll also have the opportunity to work closely with our team of Schwab specialists, leveraging their expertise and resources to deliver exceptional client service and support.
Key Responsibilities- Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Develop and implement personalized financial plans to help clients achieve their objectives.
- Provide expert guidance and support to clients on investment management, banking, and lending services.
- Collaborate with our team of Schwab specialists to deliver exceptional client service and support.
- Stay up-to-date on industry trends and developments, and apply this knowledge to provide clients with informed and effective financial advice.
- A valid and active FINRA Series 7 license.
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy.
- 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 client's 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 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.
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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