Financial Consultant

1 week ago


Carmel Valley, United States Charles Schwab Full time
Join Our Team as a Financial Consultant at Charles Schwab

We are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Provide financial planning and wealth management services to clients
  • Develop and implement customized financial plans for clients
  • Build and maintain strong relationships with clients
  • Stay up-to-date with market trends and economic conditions
  • Collaborate with other Schwab teams to provide comprehensive financial solutions
Requirements:
  • Valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
  • Strong communication and interpersonal skills
  • Ability to work in a team environment
  • Passion for serving clients and helping them achieve their financial goals
What We Offer:
  • Competitive salary and bonus opportunities
  • 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

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



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