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Financial Planner

Charles Schwab

Orlando, FL
12 days ago

Job Description

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