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 commitment to helping clients own their financial futures. In this role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and shared goals. Youll also have the opportunity to shape your professional journey within our supportive, nurturing culture and diverse career paths.
As a Financial Consultant at Schwab, you will work with 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 hold your securities license, enjoy teamwork, and are passionate about serving clients, this role is suitable 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 required during your tenure
Preferred Qualifications:
- Ability to build strong relationships, engage clients, and deepen trust by applying effective communication strategies and exceeding expectations
- Leverage our team of Schwab specialists, advice guidelines, market knowledge, and your ability to inspire action to help clients achieve their goals
- Openness to manage clients wealth across various areas including Retirement Planning, Education Planning, Investment Management, Banking & Lending, Insurance & Risk Management, and Estate Planning
- Ability to adapt to market and business changes
- Passion for community engagement, discussing market conditions, sound investing principles, and personalized wealth strategies
- 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 supporting your personal and professional success. Our purpose-driven culture and focus on your development provide the tools to make a positive impact in the finance industry.
We offer a competitive benefits package including:
- 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 roles
- Paid parental leave and family benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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