Financial Consultant

Financial Consultant Finance Jobs

16 jobs found

VP, Financial Consultant - Atlanta, GA (Cobb County)

Charles Schwab Atlanta, GA

25d ago

$65k - $80k/yr Full time Atlanta Charles Schwab Cobb County

Atlanta Charles Schwab Cobb County

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Job Description

Overview

Position Type: Regular

Location: Atlanta, GA 30361

Schwab professionals are empowered to make an impact on their careers. This environment blends innovative thinking with practical problem solving to challenge the status quo and advance the finance industry. The branch team sits at the core of Schwab’s commitment to helping clients secure their financial futures. In this role, you will provide financial guidance to clients while building enduring relationships grounded in trust and mutual goals. You will also have the opportunity to steer your professional journey within a supportive, collaborative culture and a broad spectrum of career paths. As a Financial Consultant, you will work with existing Schwab clients to deliver wealth management and financial planning advice, expanding your practice over time through asset consolidation, networking, and client referrals. If you already hold securities licenses, thrive in a team setting, and share a passion for client service, this opportunity aligns with your goals.

Required Qualifications

A valid and active FINRA Series 7 license is required.
You will need to obtain FINRA Series 66 (63/65) license and Life and Health Insurance licensing during your tenure.

Preferred Qualifications

Ability to build strong relationships, foster trust, engage clients, and deepen the client relationship through focused communication, while consistently exceeding expectations.
Willingness to leverage Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward their goals.
Openness to manage wealth on behalf of clients across Retirement Planning, Education Planning, Investment Management, Banking and Lending, Insurance and Risk Management, and Estate Planning.
Ability to adapt and implement change as the market and business conditions evolve.
Commitment to community engagement to discuss market conditions, sound investing principles, and long-term wealth strategies tailored to each client.
Desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management.

What’s in it for you

At Schwab, you are empowered to shape your future. The firm supports growth through meaningful work, continuous learning, and a culture of trust and collaboration, enabling you to develop skills that create a lasting impact.

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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VP, Financial Consultant - Spokane, WA

Charles Schwab Spokane, WA

27d ago

$90k - $100k/yr Full time Charles Schwab Consultant Estate Planning

Charles Schwab Consultant Estate Planning

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Job Description

Opportunity

Position Type: Regular

Location: Spokane, WA 99209

In addition to the salary range, this role is eligible for bonus or incentive opportunities. To review our Investment Professionals’ incentive structure, please visit: Investment Professionals' Compensation | Charles Schwab.

At Schwab, you have the opportunity to make a meaningful impact on your career. Innovative thinking meets practical problem solving here, as we strive to challenge the status quo and reshape the finance industry together. Our branch teams sit at the center of helping clients own their financial futures. In this role, you will provide financial guidance to clients while building lasting relationships based on trust, respect, and shared goals. You will also have the chance to steer your professional development within a supportive, inclusive culture and a wide range of career opportunities.

As a Financial Consultant at Schwab, you will work with the portfolios of existing Schwab clients, delivering wealth management and financial planning advice. Over time, you will grow your practice through client asset consolidation, networking, and client referrals. If you currently hold securities licenses, enjoy working in a team environment, and share our commitment to serving clients, this role will suit you well.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license is required.
During your tenure you will need to obtain or be in the process of obtaining FINRA Series 66 (63/65) and Life & Health Insurance coverage.

Preferred Qualifications:

Ability to build strong relationships, earn trust, and deepen client engagement by employing a focused client communication strategy that meets or exceeds expectations.
Willingness to leverage Schwab specialists, adhere to Schwab advice guidelines, stay informed about market conditions, and motivate clients toward progress toward their goals.
Openness to manage wealth on behalf of clients across Retirement Planning, Education Planning, Investment Management, Banking and Lending Management, Insurance and Risk Management, and Estate Planning.
Ability to adapt and implement change as market and business conditions evolve.
Passion for community engagement to discuss market conditions, sound investing principles, and tailored wealth strategies with clients.
Desire to deliver an outstanding investor experience while advancing your own professional development in Wealth Management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

What’s in it for you

At Schwab, you are empowered to shape your future. We support your growth through meaningful work, continuous learning, and a culture of trust and collaboration, so you can build the skills to make a lasting impact.

Competitive benefits package that supports you today and in the future
401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28 day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Financial Consultant - Financial Solutions Branch- Phoenix, AZ (Schwab Peak)

Charles Schwab Phoenix, AZ

27d ago

$70k - $90k/yr Full time Advisor AZ Branch

Advisor AZ Branch

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Job Description

Details

Location: Phoenix, AZ 85070

Position Type: Regular

Overview

At Schwab, you have the opportunity to influence your career trajectory. The environment blends innovative thinking with practical problem solving to challenge the status quo and reshape the finance industry. The Financial Solutions Branch (FSB) operates within the Specialized Teams for Advice and Relationship (STAR) in the Investor Services Branch Network. FSB delivers a scalable, dedicated relationship model aimed at serving Mass Affluent investors. As an extension of the Branch Network, FSB supports new and existing Mass Affluent clients to deepen engagement, build trust, and provide investment solutions and tools aligned with today’s markets. The team collaborates closely with local and national branches and other partners to ensure clients receive optimal benefit from Schwab. Through a mix of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch drive engagement, cultivate relationships, and foster long-term client loyalty within Schwab’s mass affluent client base. You will represent clients by listening, identifying what matters most, and coordinating with internal specialists to help clients achieve their financial goals. You will offer wealth management recommendations and advisory guidance, discussing timely topics to drive meaningful outcomes. You will grow and maintain your practice by addressing client needs, supporting asset consolidation, and continuing to partner with clients as they navigate their financial journey.

Your typical day

Your day typically includes client outreach, planning and advisory discussions, virtual client presentations, conversations about market trends, collaboration with business partners, sharing best practices within your branch, and additional client engagement driven by digital enhancements to the Schwab platform.

Key responsibilities when meeting with clients

Be curious and consultative: learn as much as possible about clients, view situations from their perspective, and review and recommend suitable solutions to help them stay on track with financial goals.
Be a trusted advisor: build strong relationships, foster trust, and deepen engagement by executing a focused client communication strategy and aiming to exceed expectations.
Follow a defined process: demonstrate the ability to leverage technology and deliver appropriate advice and solutions through a repeatable sales process that addresses client needs.
Leverage your team and influence: utilize Schwab specialists, adhere to Schwab advice guidelines, apply market knowledge, and motivate action to help clients progress toward goals.
Be a challenger: educate clients by sharing market insights, sound investing principles, and suitable long-term wealth strategies tailored to their situation.

What you have

Required skills include:

Active FINRA Series 7 license
Series 66 (63/65) license
Life and Health Insurance license (license(s) may be obtained under a 120 day condition of employment)

Preferred qualifications:

Minimum of 5 years of financial experience
Entrepreneurial and self-starter mentality
Polished and persuasive interpersonal and verbal/written communication skills
Ability to quickly learn new technology and work with various data and systems
Willingness to engage in ongoing coaching and development to achieve positive client outcomes and career goals
Strong time management and productivity, with the ability to balance competing priorities
Learning mindset to understand Schwab products and services
Extensive Schwab network to effectively address client concerns

What’s in it for you

At Schwab, you are empowered to shape your future. The company supports your growth through meaningful work, continuous learning, and a culture of trust and collaboration, enabling you to build the skills that create a lasting impact.

We offer a competitive benefits package designed to support you today and tomorrow:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

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VP, Financial Consultant - Sugarland, TX

Charles Schwab Sugar Land, TX

27d ago

$75k - $100k/yr Full time Charles Schwab Consultant Estate Planning

Charles Schwab Consultant Estate Planning

Apply Now

Job Description

Overview

Position type: Regular. This opportunity is based in Sugar Land, TX 77478. In addition to the base salary range, the role is eligible for bonus or incentive opportunities. For details on incentives, review the Investment Professionals’ compensation structure: Investment Professionals' Compensation | Charles Schwab.

At Schwab, you have the chance to influence your career trajectory. The role blends innovative thinking with practical problem solving to challenge the status quo and transform the finance industry. The branch team sits at the core of the firm’s commitment to helping clients secure their financial futures. In this role you will provide clients with financial guidance while building enduring relationships grounded in trust and mutual goals. You will also have the opportunity to steer your professional path within a supportive, nurturing culture that offers diverse career opportunities. As a Financial Consultant at Schwab, you will work with the existing Schwab client base, delivering wealth management and financial planning guidance. Over time, you will grow your practice through client asset consolidation, networking, and referrals. If you currently hold securities licenses, enjoy collaborating in a team setting, and share our dedication to client service, this role is for you.

What you have

Required Qualifications

A valid and active FINRA Series 7 license is required.
During your tenure, you will be expected to obtain FINRA Series 66 (63/65) licenses and Life & Health Insurance licenses.

Preferred Qualifications

Ability to build strong relationships, earn client trust, and deepen connections through a focused client communication strategy that consistently exceeds expectations.
Willingness to collaborate with Schwab specialists, follow Schwab advice guidelines, apply market knowledge, and inspire action to help clients progress toward their goals.
Openness to manage wealth on behalf of clients across areas such as Retirement Planning, Education Planning, Investment Management, Banking and Lending, Insurance and Risk Management, and Estate Planning.
Ability to adapt and implement change as market and business conditions evolve.
Passion for community engagement and engaging clients in discussions about market conditions, sound investing principles, and suitable long-term strategies for their personal situation.
Desire to deliver an outstanding investor experience while continuing personal development in Wealth Management.

What’s in it for you

Schwab empowers you to shape your future. You will grow through meaningful work, continuous learning, and a culture of trust and collaboration, enabling you to build skills that create a lasting impact.

We offer a competitive benefits package designed to support you today and in the future, including:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

View full job page →

Financial Consultant Partner - Palm Beach, FL

Charles Schwab West Palm Beach, FL

28d ago

$26 - $38/hr Full time Advisor Affluent Beach

Advisor Affluent Beach

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Job Description

Opportunity

Location: West Palm Beach, FL

Position Type: Regular

At Schwab, you are empowered to make an impact on your career. This environment blends innovative thinking with practical problem solving to challenge the status quo and transform the finance industry. This role sits within the Branch Network, which focuses on delivering Wealth Management to individuals and families to meet their financial needs. In partnership with the Senior Financial Consultant, the Financial Consultant Partner helps grow and manage an affluent wealth management practice. This includes servicing clients, expanding client relationships, and delivering guidance to the practice clients of the Senior FC. The Financial Consultant Partner will drive practice growth by collaborating with the Senior FC to pursue business development opportunities. As a Financial Consultant Partner, you are at the heart of the action, serving as a trusted partner to our Senior FC and their practice clients. Through your developing expertise, you will deepen relationships, identify opportunities, and learn from your Senior FC along the way. You will support the growth and management of an affluent wealth management practice, delivering exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management and a desire to grow under the mentorship of an experienced advisor, this could be the role for you. For more information about our client offerings, visit Charles Schwab - Investor Services.

What you have

Required Qualifications

A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment).

Preferred Qualifications

3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Capability to become a Notary
Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool
Openness to manage local events, as needed

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration, so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you, today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

View full job page →

VP, Financial Consultant - Nashville, TN

Charles Schwab Nashville, TN

28d ago

$70k - $85k/yr Full time Charles Schwab Client Relationship Management Consultant

Charles Schwab Client Relationship Management Consultant

Apply Now

Job Description

Position Type: Regular

Location: Nashville, TN

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients, this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management

Compliance note: Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

What’s in it for you

We offer a competitive benefits package that takes care of the whole you, both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

View full job page →

Financial Consultant Partner - Napa, CA

Charles Schwab Napa, CA

1mo ago

$61k - $101k/yr Full time Affluent CA Charles Schwab

Affluent CA Charles Schwab

Apply Now

Job Description

Location: Napa, CA 94581

Position Type: Regular

Overview

At Schwab, you have the opportunity to shape your career with meaningful impact. The Branch Network unit focuses on providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Senior Financial Consultant, the Financial Consultant Partner helps grow and manage an affluent wealth management practice, including servicing clients, expanding relationships, and delivering guidance to the Sr FC's practice clients. The Financial Consultant Partner contributes to practice growth by collaborating with the Sr FC on business development opportunities. In this role, you are a trusted partner to the Sr Financial Consultants and their clients, deepening relationships, identifying opportunities, and learning from the Sr FC while delivering exceptional service and advice. If you are a licensed financial professional who is passionate about wealth management and eager to grow under experienced mentorship, this could be the right fit. For more information on client offerings, visit Charles Schwab - Investor Services.

What you have

A valid and active Series 7 license is required; licensure may be obtained as a condition of employment through the Branch Network Licensing Program.
A valid and active Series 66 (63/65) license is required; licenses may be obtained as a condition of employment.

Preferred Qualifications

3+ years of experience in the Financial Services industry
Strong written and verbal communication skills
Proven ability to multitask and prioritize multiple responsibilities effectively
Ability to identify opportunities for new relationship development
Willingness to build, refresh, and deliver financial plans for practice clients in partnership with the Sr Financial Consultant(s)
Ability to uncover client needs and manage expectations accordingly
Aptitude for building and maintaining cross-enterprise relationships
Capability to become a Notary
Experience updating and compiling client information through Schwab’s internal CRM tool
Openness to manage local events as needed

Compensation and prerequisites

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

Compliance and registration

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to complete the SAFE Act background check and registration process.

What’s in it for you

At Schwab, you are empowered to shape your future. We support your growth through meaningful work, continuous learning, and a culture of trust and collaboration, helping you develop skills that deliver a lasting impact.

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance