Financial Consultant
1 week ago
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
- 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
- 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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Financial Consultant
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Financial Consultant
1 week ago
Carmel Valley, CA, United States Charles Schwab Full timeUnlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping our clients achieve their financial goals. With a supportive culture and a focus on your development, you'll have the tools you need...
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