Charles Schwab
Overview
Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll provide clients with financial guidance while forming lasting relationships built on trust, respect, and shared goals. You’ll have the opportunity to shape your professional journey within Schwab’s supportive, nurturing culture and diverse career opportunities. As a Financial Consultant at Schwab, you will work with existing Schwab clients, providing wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and 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. Responsibilities
Provide wealth management and financial planning guidance to existing Schwab clients. Expand client relationships and practice through asset consolidation, networking, and referrals. Collaborate with Schwab specialists and leverage Schwab advice guidelines to help clients progress toward their goals. Qualifications
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 client relationships by applying a focused client communication strategy and exceeding client expectations. Ability to leverage our team of Schwab specialists, Schwab advice guidelines, knowledge of the markets, and the ability to inspire action to help clients progress toward their goals. Openness to manage wealth on behalf of 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 discuss market conditions, investing principles, and wealth strategies with clients Desire to provide an outstanding investor experience and to further your professional development in Wealth Management In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What’s in it for you
We empower you to shape your future through meaningful work, continuous learning, and a culture of trust and collaboration. Schwab offers a competitive benefits package that supports you 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 Tution reimbursement Health, dental, and vision insurance Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
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Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this role, you’ll provide clients with financial guidance while forming lasting relationships built on trust, respect, and shared goals. You’ll have the opportunity to shape your professional journey within Schwab’s supportive, nurturing culture and diverse career opportunities. As a Financial Consultant at Schwab, you will work with existing Schwab clients, providing wealth management and financial planning advice. Over time, you’ll grow your practice through client asset consolidation, networking, and 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. Responsibilities
Provide wealth management and financial planning guidance to existing Schwab clients. Expand client relationships and practice through asset consolidation, networking, and referrals. Collaborate with Schwab specialists and leverage Schwab advice guidelines to help clients progress toward their goals. Qualifications
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 client relationships by applying a focused client communication strategy and exceeding client expectations. Ability to leverage our team of Schwab specialists, Schwab advice guidelines, knowledge of the markets, and the ability to inspire action to help clients progress toward their goals. Openness to manage wealth on behalf of 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 discuss market conditions, investing principles, and wealth strategies with clients Desire to provide an outstanding investor experience and to further your professional development in Wealth Management In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What’s in it for you
We empower you to shape your future through meaningful work, continuous learning, and a culture of trust and collaboration. Schwab offers a competitive benefits package that supports you 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 Tution reimbursement Health, dental, and vision insurance Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr