Regional Financial Strategist (Hiring Immediately) Job at Charles Schwab, Pleasanton, CA

V2I3dUxkNTZ3dmEyOEJPMkZuaitIZ2Q3blE9PQ==
  • Charles Schwab
  • Pleasanton, CA

Job Description

Position Type: Regular

Your opportunity


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 l everage 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  

Job Tags

Full time, Immediate start,

Similar Jobs

Red Line Logistics

Class A CDL Owner Operator with 2-Axle Truck Job at Red Line Logistics

 ...Counties. Competitive Rates: Potential to make$144K-180K Flat Rate (no fees) annual revenue to support your business. Year-round local shipments are available. $ Sign-On Incentive$ Local Hauling: Contra Costa, Alameda, Santa Clara, San Joaquin, Solano and San... 

Allied Universal

Security Officer - Government Clearance Required Job at Allied Universal

 ...Overview Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide...  ...Allied Universal is hiring a Security Officer - Cleared (Clearance Required - Unarmed). At Allied Universal, a Cleared Security Officer... 

United Parcel Service

Package Delivery Driver Job at United Parcel Service

Casual Package Delivery Driver Who exactly are UPS Casual Package Delivery Drivers? They're the ones who drive our familiar brown...  ...with experience in jobs such as Class CDL Driver, Refrigerated Freight Driver, and Straight Truck Driver and others in the... 

MOUNTAIN LAND REHABILITATION LLC

Physical Therapy Tech (Entry-Level) Job at MOUNTAIN LAND REHABILITATION LLC

 ...Job Description Job Description Description: Mountain Land Physical Therapy is seeking an entry-level Tech to help our Cottonwood Heights Physical Therapists provide excellent patient care. This is a great opportunity to build a career in the medical field with a... 

Command Investigations

Background Screening Researcher - Remote Job at Command Investigations

 ...Description Job Description Job Summary: We are seeking a highly organized and detail-oriented individual to join our team as a Background Screening Researcher. This role involves managing background report orders, conducting a variety of background checks, verifying...