Job Details

Your Opportunity

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 responsible for practicing with 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.

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 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, 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 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 wealth and long-term investment strategies tailored to clients' personal situations.

• Desire to provide an outstanding investor experience while furthering your professional development in Wealth Management.

• Note: Investment Professionals' Compensation | Charles Schwab

• All employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing, including completing the SAFE Act background check and registration process.