Executive Financial Consultant — Wealth & Client Impact

The Charles Schwab Corporation; Woodbury (MN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years of service

Parental leave

Job summary

The Charles Schwab Corporation in Minnesota is seeking a Financial Consultant to deliver financial guidance to clients and to build lasting relationships founded on trust and shared goals. You will help clients achieve long-term outcomes with personalized service in a collaborative environment.

This role offers growth within Schwab's supportive culture, with opportunities to leverage a team of specialists and to engage in retirement, education planning, investment management, banking and

Qualifications

• A valid and active FINRA Series 7 license is required.
• Candidates should obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses during tenure.
• Excellent relationship-building, trusted client communication, and ability to exceed expectations are preferred.

Responsibilities

• Provide clients financial guidance and form lasting relationships based on trust and shared goals.
• Collaborate with Schwab specialists and adhere to advice guidelines to help clients progress toward their goals.
• Offer wealth-management services including retirement and education planning, investment management, banking, lending, insurance, and estate planning.
• Adapt to changing markets and contribute to community engagement.

Skills

FINRA Series 7

FINRA Series 66/63/65

Life & Health Insurance license

Job description

The Charles Schwab Corporation in Minnesota is seeking a Financial Consultant to deliver financial guidance to clients and to build lasting relationships founded on trust and shared goals. You will help clients achieve long-term outcomes with personalized service in a collaborative environment.

This role offers growth within Schwab's supportive culture, with opportunities to leverage a team of specialists and to engage in retirement, education planning, investment management, banking and