Join Charles Schwab as a Financial Planner where you will assist individuals and families in achieving their financial goals through comprehensive planning. Leverage your expertise in retirement and estate planning, while providing exceptional client support and collaborating with a dedicated team to deliver tailored financial solutions.
Key Responsibilities
Providing exceptional ongoing client support
Assisting clients in navigating Schwab’s website and tools
Scheduling clients with their dedicated Portfolio Consultant
Collaborating on practice management within a team
Cultivating referral relationships and supporting client relationships
Delivering detailed and customized financial plans
Participating in ongoing personal development and training
Required Qualifications
CFP® designation required
Active and valid FINRA Series 7 license required
Active and valid FINRA Series 63/65 or 66 license required
Minimum 3+ years’ experience with creating and presenting complex/comprehensive financial plans
In-depth knowledge and demonstrated sales skills to close and sell financial planning services
Proven ability to manage multiple tasks and financial plans
Extensive knowledge and mastery of the complete and complex financial planning cycle
Ability to work effectively with internal and external partners
Excellent communication skills
Strong client services skills
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance