Financial Consultant
3 days ago
We are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities- Provide financial planning and wealth management advice to clients
- Develop and implement customized financial plans to meet client needs
- Build and maintain strong relationships with clients to ensure their ongoing financial well-being
- Stay up-to-date with market trends and regulatory changes to provide expert advice to clients
- Collaborate with other Schwab professionals to provide comprehensive financial solutions to clients
- Valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
- Strong communication and interpersonal skills
- Ability to build trust and rapport with clients
- Knowledge of financial markets and products
At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package, including:
- 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
At Charles Schwab, we are passionate about helping our clients achieve their financial goals and objectives. We are committed to providing exceptional service and support to our clients, and we are seeking like-minded professionals to join our team.
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