As a Schwab Financial Consultant, you’ll need an entrepreneurial spirit and a passion for creating a growing practice focused on client needs. If you are looking to build relationships with your clients by listening to their goals and providing objective advice and solutions that are clear, relevant, and actionable, you may be ready for a career worth owning.
Schwab Financial Consultants:
The Financial Consultant position is part of our Branch Network, which is responsible for providing wealth management and financial planning advice to individuals and families. Managing wealth on behalf of our clients may include: retirement planning, education planning, investment management, and estate planning, as well as partnering with specialists to offer banking, insurance, and lending solutions. In this capacity, the Financial Consultant is responsible for giving an exceptional investor experience for clients with more than $250,000 in assets. Financial Consultants also focus on developing referrals as well as increasing net asset flow and offering advised solutions.
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