Financial Consultant

3 weeks ago


Rowland Heights, California, United States Charles Schwab Full time
Unlock Your Potential as a Financial Consultant at Charles Schwab

At Charles Schwab, we're 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're seeking a talented Financial Consultant to join our team. As a Financial Consultant, you'll have the opportunity to work with clients to understand their financial goals and develop personalized plans to help them achieve success. You'll also have the chance to work with a team of experienced professionals who are passionate about helping clients achieve their financial objectives.

Key Responsibilities:

  • Work with clients to understand their financial goals and develop personalized plans to help them achieve success
  • Develop and maintain relationships with clients to ensure their ongoing financial needs are met
  • Collaborate with other professionals to provide comprehensive financial solutions to clients
  • Stay up-to-date on industry trends and developments to provide clients with the best possible advice

Requirements:

  • Valid and active FINRA Series 7 license
  • Ability to build strong relationships with clients and colleagues
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks

What We Offer:

  • Competitive salary and bonus opportunities
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 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

By joining our team, you'll have the opportunity to work with a leading financial services company and make a real difference in the lives of our clients. If you're passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.


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