Financial Consultant

1 week ago


Palm Beach Gardens, Florida, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a key role in helping clients achieve their financial goals while forming lasting relationships built on trust and respect.

Key Responsibilities
  • Provide clients with wealth management and financial planning advice
  • Grow your practice through client asset consolidation, networking, and referrals
  • Work collaboratively with the Schwab branch team to deliver exceptional client experiences
Requirements
  • A valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
  • Strong communication and relationship-building skills
  • Ability to adapt to changing market and business conditions
  • Passion for community engagement and sharing market insights with clients
What We Offer
  • A competitive salary range and bonus opportunities
  • A comprehensive benefits package, including 401(k) and paid time off
  • Opportunities for professional development and career growth


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