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Financial Consultant

2 months ago

Sandy Springs, United States Charles Schwab Full time
Unlock Your Potential as a Financial Consultant at Charles Schwab

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

Key Responsibilities:
  • Provide financial guidance and wealth management advice to existing Schwab clients
  • Grow your practice through client asset consolidation, networking, and referrals
  • Collaborate with Schwab specialists and leverage our team's expertise to deliver exceptional client experiences
Requirements:
  • Valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during tenure
What We Offer:
  • 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

We're passionate about creating a supportive culture that fosters growth and development. If you're a motivated and client-focused individual with a passion for financial services, we encourage you to explore this opportunity further.