Financial Consultant: Grow Your Client Book & Impact

Charles Schwab; Austin (TX); Vor Ort; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Employee stock purchase plan

Paid time off and volunteering

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Zusammenfassung

Charles Schwab in Austin, TX is seeking a Financial Consultant to combine planning expertise with holistic financial guidance for clients' investing, retirement, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships while growing your practice.

The role offers Wealth Management University training, mentorship, and a clear four-level career path with competitive compensation and benefits to support your professional growth in a collaborative

Qualifikationen

• A valid and active FINRA Series 7 license required.
• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
• CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)

Aufgaben

• Business Development: Proactively engage existing and prospective clients through warm outreach, consistent sales activity, and community engagement to grow relationships and support long‑term financial needs.
• Relationship Building: Build trust through focused client communication, strong follow‑through, and collaboration with Schwab specialists to help clients progress toward their goals.
• Investment Strategies and Financial Planning: Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and evolving market conditions.

Kenntnisse

FINRA Series 7 license

FINRA Series 66 license

Life & Health Insurance license

CFP Certification (plus)

Jobbeschreibung

Charles Schwab in Austin, TX is seeking a Financial Consultant to combine planning expertise with holistic financial guidance for clients' investing, retirement, and education goals. You’ll start with an existing book of Schwab clients and build lasting relationships while growing your practice.

The role offers Wealth Management University training, mentorship, and a clear four-level career path with competitive compensation and benefits to support your professional growth in a collaborative