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Our branch office network – with approximately 300 offices in 45 U.S. states – is where many client relationships begin. Careers as a Financial Consultant or Branch Manager are vital to Schwab's purpose of helping everyone be financially fit.
If you want to work with a firm that is client-focused, values your contributions and provides an opportunity for financial rewards, consider a career as a Financial Consultant at Charles Schwab. We’re looking for experienced professionals to build and manage a relationship practice made up of current and new Schwab clients.
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build not just portfolios, but long-term client relationships. When hiring Financial Consultants, Schwab looks for people with the highest ethical standards who take pride in their work and want to help individual investors succeed.
To find an open Financial Consultant position, go to search and click on the category “Business Development and Sales” to see all open Financial Consultant positions.
Requirements
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Job requirements include:
- Undergraduate degree
- Series 7 and 63 certification
- Three or more years of proactive, successful sales experience in the financial services industry
- Outstanding communication skills
- Comprehensive industry and client solution knowledge
- Relationship and client retention experience and success
Compensation
Schwab's philosophy of providing clients with advice drives our unique approach to representatives' compensation. This approach helps ensure that our clients receive the best possible service and advice to help them achieve their financial goals and objectives.
(0308-5233)
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