Senior Financial Consultant
7 hours ago
At Charles 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 skilled Financial Consultant to join our team. As a key member of our wealth management team, you'll be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.
Your key responsibilities will include:
- Developing and implementing comprehensive financial plans for clients
- Providing expert advice on investment management, retirement planning, and estate planning
- Building and maintaining strong relationships with clients to understand their financial needs and goals
- Collaborating with internal specialists to provide holistic financial solutions to clients
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 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
By joining our team, you'll have the opportunity to work with a talented group of professionals who are passionate about delivering exceptional client experiences. We're committed to your growth and development, and we offer a range of training and development programs to help you succeed in your role.
So why wait? Apply now to join our team and start your journey to a rewarding and challenging career in finance.
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