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Financial Consultant

2 months ago

Birmingham, Michigan, United States Charles Schwab Full time
About the Role

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.

Key Responsibilities
  • Procure and manage existing Schwab clients, providing them with wealth management and financial planning advice.
  • Grow your practice holistically through client asset consolidation, networking, and earning client referrals.
  • Develop strong relationships with clients, engaging and encouraging trust, and deepening the client relationship by applying a focused client communication strategy.
  • Leverage Schwab specialists, advice guidelines, and your knowledge of the markets to help clients progress toward achieving their goals.
  • Manage wealth on behalf of clients, including retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
Requirements
  • A valid and active FINRA Series 7 license.
  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship.
  • Strong communication and interpersonal skills.
  • Ability to adapt and implement change as the market and business conditions evolve.
  • Passion for community engagement and a desire to provide an outstanding investor experience.
What We Offer
  • A competitive benefits package, including 401(k) with company match, employee stock purchase plan, paid time off, and tuition reimbursement.
  • A supportive culture that empowers your personal and professional success.
  • The opportunity to make a positive difference in the finance industry.