Senior Financial Consultant: Grow Your Client Book

Jobtome; Virginia Beach (VA); Presencial; USD 70.000 - 100.000; Tempo integral

Benefícios oferecidos por esta vaga

401(k) with company match

Paid time for vacation, volunteering,

Tuition reimbursement

Health, dental, and vision insurance

Resumo da vaga

Charles Schwab is seeking a Financial Consultant to serve as a trusted partner in guiding clients through life’s financial decisions, including investing, retirement readiness, and education goals.

You’ll start with an existing book of Schwab clients, building relationships and expanding your practice, with comprehensive training and a clear career path within the four-level Financial Consultant track.

Qualificações

• Experience in wealth management and financial planning
• Ability to develop and grow a book of clients
• Strong communication and relationship-building skills

Responsabilidades

• Develop and manage comprehensive financial plans for clients
• Grow book of business through proactive outreach and referrals
• Collaborate with Schwab specialists to deliver client solutions

Conhecimentos

Business Development

Relationship Building

Client communication

Market knowledge

Education planning

Wealth management

Formação

CFP Certification (plus)

Ferramentas

FINRA Series 7

FINRA Series 66 (63/65)

Life & Health Insurance

Descrição da vaga

Charles Schwab is seeking a Financial Consultant to serve as a trusted partner in guiding clients through life’s financial decisions, including investing, retirement readiness, and education goals.

You’ll start with an existing book of Schwab clients, building relationships and expanding your practice, with comprehensive training and a clear career path within the four-level Financial Consultant track.