The Company is seeking a Financial Consultant to join their branch team. In this role, you will be at the forefront of the company's mission to empower clients in their financial journeys. This includes providing holistic financial guidance in the areas of investing, retirement readiness, and education goals. As a trusted partner, you will be responsible for combining your planning expertise with a thoughtful, empathetic approach to help clients make informed decisions. The successful candidate will start with a book of existing clients, allowing for the immediate opportunity to build lasting relationships and grow their practice. Applicants for the Financial Consultant position at the company should have a valid and active FINRA Series 7 license, with the expectation of obtaining or acquiring a FINRA Series 66 (63/65) license and Life & Health Insurance during their tenure. A CFP® Certification is a plus, and the company encourages professional development in this area. The role requires strong business development skills, including proactive client engagement and community involvement, as well as the ability to build trust through effective communication and collaboration. The ideal candidate will be adept at applying investment strategies and financial planning knowledge across a range of areas, including retirement, education, banking and lending, insurance, and estate planning, while staying attuned to evolving market conditions.

Hiring Company

Charles Schwab