Financial Consultant
2 weeks ago
At Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. Our innovative approach combines creative problem-solving with a passion for helping clients achieve their financial goals.
As a Financial Consultant at Schwab, you will be responsible for providing clients with expert financial guidance and building lasting relationships based on trust, respect, and a shared commitment to success. You will also have the opportunity to develop your professional skills and advance your career through our supportive and nurturing culture.
Key Responsibilities:
- Provide clients with wealth management and financial planning advice
- Grow your practice through client asset consolidation, networking, and referrals
- Work collaboratively with Schwab specialists and leverage our team's expertise to deliver exceptional client experiences
Requirements:
- Valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure
Preferred Qualifications:
- Strong relationship-building skills and ability to communicate effectively with clients
- Ability to adapt to changing market conditions and business needs
- Passion for community engagement and sharing market insights with clients
- Desire to provide an outstanding investor experience and further professional development in Wealth Management
What's in it for you
At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll have 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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