Financial Consultant

3 days ago


Wilmington, North Carolina, United States Charles Schwab Full time
Your Opportunity

At Charles Schwab, you'll have the chance to make a meaningful impact on your career 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, you'll be responsible for providing expert financial guidance to existing Schwab clients, helping them navigate their wealth management and financial planning needs. You'll have the opportunity to grow your practice through client asset consolidation, networking, and referrals.

What You'll Need

  • A valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance

What We Offer

  • A competitive benefits package, including 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 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

Why Schwab?

We're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture and focus on development mean you'll have the tools you need to make a positive difference in the finance industry.

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.



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