Senior Financial Consultant - Wealth & Planning

Charles Schwab; Chippewa Terrace (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Chippewa Terrace seeks a Financial Consultant to provide wealth management and financial planning advice to clients. This role empowers you to build meaningful client relationships while participating in a supportive culture focused on professional growth.

The ideal candidate has a valid FINRA Series 7 license and is keen on acquiring additional qualifications. The position offers competitive benefits and continuous learning opportunities to help you shape your future.

Qualifications

• Valid and active FINRA Series 7 license required.
• Willingness to obtain FINRA Series 66 (63/65) license and Life & Health Insurance.
• Ability to adapt to market and business changes.

Responsibilities

• Provide financial guidance to existing clients.
• Build lasting client relationships based on trust.
• Manage client wealth including retirement and education planning.

Skills

Client relationship building

Wealth management knowledge

Communication strategy

Adaptability

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license (desired)

Life & Health Insurance (desired)

Job description

Charles Schwab in Chippewa Terrace seeks a Financial Consultant to provide wealth management and financial planning advice to clients. This role empowers you to build meaningful client relationships while participating in a supportive culture focused on professional growth.

The ideal candidate has a valid FINRA Series 7 license and is keen on acquiring additional qualifications. The position offers competitive benefits and continuous learning opportunities to help you shape your future.