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Senior Financial Consultant
2 months ago
Position Type:
Regular
Your Opportunity:
At Charles Schwab, you are encouraged to make a significant impact on your career. Here, innovative thinking merges with creative problem-solving, allowing us to challenge conventional methods and transform the finance sector collaboratively.
Our branch team is central to our commitment to assist clients in achieving their financial aspirations.
In this dynamic role, you will provide clients with financial advice while establishing enduring relationships founded on trust, respect, and shared objectives.
You will also have the opportunity to steer your own professional path within our supportive and inclusive culture, alongside a diverse array of career prospects.
As a Financial Consultant at Charles Schwab, you will manage the existing client base, offering them comprehensive wealth management and financial planning insights.
If you possess a securities license, thrive in a collaborative environment, and share our dedication to client service, this position is tailored for you.
What You Have:Required Qualifications:
A valid and active FINRA Series 7 license is essential.
Acquiring or obtaining a FINRA Series 66 (63/65) license and Life & Health Insurance will be necessary during your employment.
Preferred Qualifications:
Ability to cultivate strong relationships, foster trust, and enhance client connections through a focused communication strategy, consistently exceeding client expectations.
Successful candidates will also learn to leverage our team of specialists, Schwab's advisory guidelines, market knowledge, and their ability to inspire action to assist clients in progressing toward their goals.
Willingness to manage wealth on behalf of clients, including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.Ability to adapt and implement changes as market and business conditions evolve.
Passion for community engagement to discuss market conditions, sound investing principles, and optimal wealth and long-term investment strategies tailored to individual situations.
Desire to deliver an exceptional investor experience while advancing your own professional growth in Wealth Management.
Fluency in Mandarin or Cantonese is a plus.
What's in it for You:
At Charles Schwab, we are dedicated to empowering our employees' personal and professional success.
Our flexible work arrangements, supportive culture, and emphasis on your development provide you with the tools necessary to make a positive impact in the finance industry.
We offer a competitive benefits package that addresses your overall well-being – both now and in the future:Base salary
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Professionals' Compensation | Charles Schwab
In compliance with SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry system and maintain good standing.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Charles Schwab, we are 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 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
