About the position
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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.
Responsibilities
- Provide wealth management and financial planning advice to existing Schwab clients.
- Grow your practice through client asset consolidation, networking, and earning client referrals.
- Build strong relationships with clients and deepen client relationships through effective communication strategies.
- 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 sound investing principles.
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 engage clients effectively.
- 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 strategies.
- Desire to provide an outstanding investor experience.
Benefits
- 401(k) with company match.
- Employee stock purchase plan.
- Paid time for vacation, volunteering, and 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.
