Senior Financial Consultant, Wealth Management

Jobtome; Savannah (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+?

Paid parental leave and familybuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Financial Consultant to deliver wealth management guidance to an existing client base. You will work within a collaborative team to expand client relationships, implement financial plans, and help clients reach their long-term goals.

You will leverage Schwab resources and advisory guidelines to provide personalized service, while building trust and delivering superior investor experiences across markets and client segments.

Qualifications

• FINRA Series 7 license required.

Responsibilities

• Provide wealth management and financial planning advice to existing Schwab clients.
• Grow your practice through client asset consolidation, networking, and referrals.
• Collaborate with Schwab specialists to support client goals and deliver an outstanding investor experience.

Skills

Relationship building

Client communication

Trust development

Team collaboration

Job description

Charles Schwab is seeking a Financial Consultant to deliver wealth management guidance to an existing client base. You will work within a collaborative team to expand client relationships, implement financial plans, and help clients reach their long-term goals.

You will leverage Schwab resources and advisory guidelines to provide personalized service, while building trust and delivering superior investor experiences across markets and client segments.