Financial Consultant
4 weeks ago
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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