Senior Financial Consultant: Wealth Strategy & Growth

Charles Schwab

Skokie (IL)

Vor Ort

USD 65.000 - 95.000

Vollzeit

Vor 6 Tagen

Sei unter den ersten Bewerbenden

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Benefits dieser Stelle

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Tuition reimbursement

Health, dental, and vision insurance

Zusammenfassung

Charles Schwab in Skokie, IL is seeking a Financial Consultant to blend planning expertise with holistic financial guidance for clients, including investing, retirement readiness, and education goals. You will grow a book of business by building trusted client relationships and delivering clear, empathetic advice.

The role emphasizes licensing requirements (Series 7, Series 66, Life/Health) and potential CFP certification, with a strong onboarding program and ongoing mentorship within the

Qualifikationen

Active FINRA Series 7 license required.
FINRA Series 66 (63/65) required during tenure.
Life & Health Insurance license required during tenure.
CFP certification is a plus; tuition reimbursement and internal CFP Cohort Program available.

Aufgaben

Proactively engage in warm outreach to existing and prospective clients to grow the book of business and strengthen relationships.
Educate clients on market conditions, investing principles, and wealth-building strategies to meet personal goals.
Assist clients with Retirement Planning, Education Planning, Investment Management, and Banking & Lending needs; coordinate estate and risk planning.

Kenntnisse

Relationship Building

Business Development

Communication

Ausbildung

FINRA Series 7 license

FINRA Series 66 (63/65)

Life & Health Insurance license

CFP Certification

Jobbeschreibung