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Financial Consultant

2 months ago

Boston, Massachusetts, United States Charles Schwab Full time
About the Role

At Charles Schwab, we're seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients. This is an exciting opportunity to build strong relationships with clients, help them achieve their financial goals, and grow your practice through client referrals and asset consolidation.

Key Responsibilities
  • Provide financial planning and wealth management advice to clients
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Develop and implement customized financial plans to help clients achieve their goals
  • Grow your practice through client referrals, asset consolidation, and networking
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
Requirements
  • A valid and active FINRA Series 7 license
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
  • Strong communication and interpersonal skills
  • Ability to work in a team environment
  • Passion for serving clients and helping them achieve their financial goals
What We Offer
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement
  • Opportunities for professional growth and development
  • A supportive and collaborative work environment