About the position
At Schwab, you're 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. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically 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.
Responsibilities
- Provide financial guidance to clients and form lasting relationships.
- Grow your practice through client asset consolidation and networking.
- Earn client referrals to expand your client base.
- Manage wealth on behalf of clients including retirement planning, education planning, investment management, banking & lending management, insurance & risk management, and estate planning.
- Engage clients in discussions about market conditions and investment strategies.
Requirements
- 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.
Nice-to-haves
- Ability to build strong relationships and deepen client relationships through effective communication.
- Openness to manage wealth on behalf of clients.
- Ability to adapt and implement change as market and business conditions evolve.
- Passion for community engagement and sharing investment principles.
- Desire to provide an outstanding investor experience.
