VP, Financial Consultant
10 hours ago
We are seeking a highly skilled and motivated Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Provide comprehensive financial planning and wealth management services to clients
- Develop and implement customized investment strategies to meet client needs
- Build and maintain strong relationships with clients through exceptional customer service and communication
- Stay up-to-date on market trends and economic conditions to provide informed advice to clients
Requirements:
- Valid and active FINRA Series 7 license
- Ability to obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance
- Strong communication and interpersonal skills
- Ability to work in a team environment and collaborate with colleagues
What We Offer:
- A competitive salary and bonus structure
- A comprehensive benefits package, including health, dental, and vision insurance
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off, including vacation and sick leave
- Opportunities for professional growth and development
About Charles Schwab:
Charles Schwab is a leading financial services company that provides a range of investment and financial services to individuals and institutions. We are committed to helping our clients achieve their financial goals and objectives through our expertise and innovative solutions.
How to Apply:
If you are a motivated and experienced financial professional looking for a new challenge, please submit your application, including your resume and cover letter, to our online portal. We look forward to hearing from you
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