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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 Professional…
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Seattle, Washington, United States · On-site
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Seattle, Washington, United States · On-site
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Seattle, Washington, United States · On-site
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Seattle, Washington, United States · On-site
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Seattle, Washington, United States · On-site
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Seattle, Washington, United States · On-site
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Seattle, Washington, United States · On-site
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Seattle, Washington, United States · On-site
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Seattle, Washington, United States · On-site
$43/hr–$68/hr
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Seattle, Washington, United States · Hybrid
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Seattle, Washington, United States · On-site
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At Expedia Group, we help travelers explore the world, one journey at a time. As a global travel company powered by passionate people, trusted partnerships, and leading technology, we connect travelers, partners, and adv…
Skills: People Analytics, R, Python, SQL, Tableau
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Provide wealth management and financial planning advice to existing Schwab clients to help them achieve their financial goals. Grow a holistic practice through asset consolidation, networking, and earning client referrals.
Candidates must hold a valid and active FINRA Series 7 license. They are required to obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses during their tenure.
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
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.
Required Qualifications:
Preferred Qualifications:
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Offices: 3000 Schwab Way, Westlake, Texas 76262, US · 211 Main St, San Francisco, CA 94105, US · 9899 Schwab Way, Lone Tree, CO 80124, US · 2423 E Lincoln Dr, Phoenix, Arizona 85016, US · 200 S 108th Ave, Omaha, Nebraska 68154, US
