Senior Wealth Advisor & Financial Planning Expert

Jobtome; Menlo Park (CA); Sur place; USD 70 000 - 120 000; Plein temps

Avantages offerts par ce poste

401(k) match

Employee stock purchase plan

Vacation time

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Sabbatical after 5 years

Résumé du poste

Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning guidance to existing clients. You will build lasting relationships and grow your practice through client asset consolidation, networking, and referrals.

A supportive culture and diverse career opportunities accompany a competitive benefits package. Required licenses include FINRA Series 7, with Series 66 and Life & Health Insurance to be obtained during tenure.

Qualifications

• A valid and active FINRA Series 7 license is required.
• Ability to obtain FINRA Series 66 (63/65) license and Life & Health Insurance during tenure.

Responsabilités

• Provide wealth management and financial planning advice to clients.
• Grow your practice through client asset consolidation, networking, and referrals.
• Build lasting relationships with clients based on trust, respect, and service excellence.

Connaissances

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance

Description du poste

Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning guidance to existing clients. You will build lasting relationships and grow your practice through client asset consolidation, networking, and referrals.

A supportive culture and diverse career opportunities accompany a competitive benefits package. Required licenses include FINRA Series 7, with Series 66 and Life & Health Insurance to be obtained during tenure.