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Financial Consultant

2 months ago

Annapolis, Maryland, United States Charles Schwab Full time
About the Role

As a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management services to existing clients. This role requires a strong understanding of financial planning, investment management, and risk management.

Key Responsibilities
  • Provide financial planning and investment advice to clients
  • Develop and implement comprehensive financial plans for clients
  • Manage client relationships and build trust through excellent communication and customer service
  • Stay up-to-date with market trends and economic conditions to provide informed advice to clients
  • Collaborate with other Schwab professionals to provide a comprehensive range of financial services to clients
Requirements
  • Valid and active FINRA Series 7 license
  • Ability to build strong relationships with clients and colleagues
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing market conditions
  • Passion for helping clients achieve their financial goals
What We Offer
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health, dental, and vision insurance
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and sabbatical leave
  • Tuition reimbursement and professional development opportunities