Financial Consultant

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 skilled Financial Consultant to join our team. As a key member of our branch team, you'll provide clients with financial guidance, form lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant, you'll be responsible for:

• Providing clients with wealth management and financial planning advice
• Procuring new clients and growing your practice through client asset consolidation, networking, and earning client referrals
• Working in a team setting to achieve business objectives
• Staying up-to-date with industry developments and best practices

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 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 be part of a dynamic and supportive environment that fosters growth, innovation, and collaboration. If you're passionate about delivering exceptional client experiences and driving business success, we encourage you to apply.