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Financial Consultant

2 months ago

Seal Beach, California, United States Charles Schwab Full time
About the Role

We're seeking a talented Financial Consultant to join our Schwab Branch Team. As a key member of our team, you'll provide financial guidance to clients, forming lasting relationships built on trust and respect.

Key Responsibilities
  • Provide wealth management and financial planning advice to existing Schwab clients
  • Grow your practice through client asset consolidation, networking, and referrals
  • Work collaboratively with our team of Schwab specialists to deliver exceptional client experiences
Requirements
  • Valid and active FINRA Series 7 license
  • Ability to build strong relationships and communicate effectively with clients
  • Strong candidates will also learn to leverage our team's expertise, market knowledge, and ability to inspire action to help clients achieve their goals
What We Offer
  • Competitive benefits package, including base salary, 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
Why Join Us

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive difference in the finance industry.