Strategic Wealth Advisor

Charles Schwab; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Tuition reimbursement

Health, dental, and vision insurance

28-day sabbatical after 5 years

Job summary

Charles Schwab is seeking a Financial Consultant in New York, NY. This role focuses on providing financial guidance to clients and building lasting relationships to help them achieve their financial goals. Candidates should have a valid FINRA Series 7 license, and will be expected to obtain additional licensing.

Schwab offers a supportive culture where employees can grow their careers with competitive benefits, including 401(k) matching, paid parental leave, and ongoing professional development opportunities.

Qualifications

• Active FINRA Series 7 license is required.
• Willingness to obtain Series 66 and Life & Health Insurance licenses.
• Ability to build strong client relationships.

Responsibilities

• Provide financial guidance to existing clients.
• Grow practice through asset consolidation and referrals.
• Engage with clients on wealth management topics.

Skills

Client relationship management

Wealth management

Financial planning

Adaptability

Education

FINRA Series 7 license

FINRA Series 66 (63/65) license

Life & Health Insurance license

Job description

Charles Schwab is seeking a Financial Consultant in New York, NY. This role focuses on providing financial guidance to clients and building lasting relationships to help them achieve their financial goals. Candidates should have a valid FINRA Series 7 license, and will be expected to obtain additional licensing.

Schwab offers a supportive culture where employees can grow their careers with competitive benefits, including 401(k) matching, paid parental leave, and ongoing professional development opportunities.