Financial Consultant

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.

As a key member of our branch team, you'll provide clients with expert financial guidance, leveraging your knowledge of wealth management and financial planning to help them navigate the complexities of the financial industry. With our supportive culture and diverse range of career opportunities, you'll have the freedom to take charge of your own professional journey and make a positive impact on the finance industry.

• Provide clients with personalized financial guidance and advice on wealth management and financial planning
• Build strong relationships with clients, engaging and encouraging trust through focused client communication strategies
• Leverage Schwab's team of specialists, advice guidelines, and your knowledge of the markets to help clients achieve their goals
• Manage wealth on behalf of clients, including retirement planning, education planning, investment management, banking and lending management, insurance and risk management, and estate planning

As a Financial Consultant at Charles Schwab, you'll enjoy 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 be part of a purpose-driven culture that's committed to making a positive impact on the finance industry. Apply now to take the first step towards a rewarding career as a Financial Consultant at Charles Schwab.