Financial Consultant

4 weeks ago


Providence, United States Charles Schwab Full time
Unlock Your Potential as a Financial Consultant at Charles Schwab

At Charles Schwab, we empower our employees to make a meaningful impact in the finance industry. As a Financial Consultant, you'll have the opportunity to work with clients to help them achieve their financial goals and build lasting relationships based on trust and respect.

Key Responsibilities:

  • Provide financial guidance and wealth management advice to existing Schwab clients
  • Grow your practice through client asset consolidation, networking, and referrals
  • Collaborate with a team of Schwab specialists to deliver exceptional client experiences
  • Stay up-to-date with market trends and industry developments to provide informed advice to clients

What We Offer:

  • A competitive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement
  • A supportive and nurturing culture that encourages professional growth and development
  • The opportunity to work with a diverse range of clients and build a loyal client base
  • Access to a team of experienced professionals who can provide guidance and support

Requirements:

  • A valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
  • Strong communication and relationship-building skills
  • Ability to adapt to changing market conditions and business needs

Join Our Team:

At Charles Schwab, we're committed to empowering our employees to achieve their full potential. If you're passionate about helping clients achieve their financial goals and building a successful career in wealth management, we encourage you to apply for this exciting opportunity.


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