Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwabs branch team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and shared goals. Youll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse career opportunities.
As a Financial Consultant at Schwab, you will manage the practice of existing Schwab clients, providing wealth management and financial planning advice. Over time, youll grow your practice through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients this role is for you.
What you have
Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
- Openness to managing wealth on behalf of our clients, including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as market and business conditions evolve.
- Passion for community engagement to share and discuss market conditions, sound investing principles, and ideal wealth and long-term investment strategies with clients.
- Desire to provide an outstanding investor experience while furthering your professional development in Wealth Management.
Whats in it for you
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean youll have the tools to make a positive impact in the finance industry.
We offer a competitive benefits package that supports your well-being today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time off for vacation, volunteering, and a 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
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