Join Schwab as a Financial Consultant where you'll empower clients to secure their financial futures, building trust and delivering impactful wealth management solutions. Enjoy a supportive culture that fosters career growth and development.
Key Responsibilities
Provide financial guidance to clients and form lasting relationships
Handle wealth management and financial planning for existing clients
Grow practice through client asset consolidation and networking
Required Qualifications
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
Preferred Qualifications
Ability to build strong relationships and exceed client expectations
Leverage Schwab specialists and market knowledge
Manage wealth in areas like Retirement Planning and Investment Management
Adapt to changing market conditions
Passion for community engagement
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance