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About the Role
As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
Responsibilities
- Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
- Share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
- Build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
- Leverage a team of Schwab specialists, Schwab advice guidelines, knowledge of the markets, and ability to inspire action to help clients achieve their goals.
- Manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Adapt and implement change as market and business conditions evolve.
Requirements
- A valid and active FINRA Series 7 license required.
- Obtain or acquire FINRA Series 66 (63/65) during tenure.
- Obtain or acquire Life & Health Insurance during tenure.
- CFP® Certification is a plus.
- Encouraged professional development with Tuition Reimbursement and internal CFP Cohort Program if CFP not yet obtained.
Skills
- Business Development
- Community engagement
- Relationship Building
- Client communication strategy
- Investment Strategies
- Financial Planning
- Adaptability
Salary/Compensations
- Competitive base salary complemented by a performance-driven incentive plan.
Benefits
- Tuition Reimbursement
- Internal CFP Cohort Program
About the Company
- Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures.
- Schwab Training and Development: Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp.
- Individualized development continues through hands-on training and mentorship within your branch.
- Collaboration with branch manager, experienced peers, and dedicated mentors.
- Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership.
- Supported by leaders who champion development, invest in continuous learning, and empower skill expansion.