What are the responsibilities and job description for the Wealth Management Advisor position at Charles Schwab?
About the Role
As a Financial Consultant at Charles Schwab, you will be responsible for providing wealth management and financial planning advice to existing clients. Your goal will be to grow your practice holistically through client asset consolidation, networking, and earning client referrals.
This role requires a valid and active FINRA Series 7 license, as well as obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance during your tenure on the job.
Key Responsibilities
- Provide financial guidance to clients while forming lasting relationships built on trust and respect.
- Take charge of your own professional journey with our supportive culture and diverse set of career opportunities.
- Pursue continuing education and stay up-to-date on industry developments to provide exceptional service to clients.
