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Financial Consultant

2 months ago

Sandy Springs GA, United States Charles Schwab Full time
About the Role

As a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to existing clients, helping them achieve their financial goals and build lasting relationships. This exciting role requires a passion for community engagement, a strong understanding of the markets, and the ability to inspire action to help clients progress towards their objectives.

Key Responsibilities
  • Manage wealth on behalf of clients, including retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning.
  • Develop and maintain strong relationships with clients, providing personalized financial guidance and advice.
  • Stay up-to-date with market conditions, sound investing principles, and ideal wealth and long-term investment strategies to provide clients with expert advice.
  • Collaborate with Schwab specialists and leverage company resources to deliver exceptional client experiences.
What We Offer
  • 401(k) with company match and Employee stock purchase plan.
  • Paid parental leave and family building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.
About Charles Schwab

At Charles Schwab, we are committed to helping our clients own their financial futures. Our purpose-driven culture and focus on employee development mean you will have the tools and support you need to make a positive difference in the finance industry.