Financial Consultant
4 hours ago
At 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 Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance to clients while forming lasting relationships built on trust, respect, and reaching a common goal.
You'll have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
Key Responsibilities:
- Provide financial guidance to clients and form lasting relationships
- Grow your practice holistically through client asset consolidation, networking, and earning client referrals
- Work in a team setting to achieve business objectives
Requirements:
- A valid and active FINRA Series 7 license
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship
- Strong communication and problem-solving skills
What We Offer:
- A competitive salary and bonus opportunities
- A comprehensive benefits package, including 401(k) with company match and Employee stock purchase plan
- Paid time off, including vacation, volunteering, and 28-day sabbatical after every 5 years of service
- Tuition reimbursement and professional development opportunities
Join Our Team:
We're a company that values diversity, equity, and inclusion. We're committed to creating a workplace where everyone feels valued, respected, and empowered to succeed.
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