Your opportunity
Position Type: Regular
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 thinking meets creative problem solving, as we strive to “challenge the status quo” and transform the finance industry together. Schwab’s branch team lies at the heart of our commitment to helping clients own their financial futures. In this role, you’ll provide clients with financial guidance while building long-lasting relationships grounded in trust, respect, and shared goals. You’ll also have the opportunity to direct your own professional path within our supportive, nurturing culture and broad range of career opportunities.
As a Financial Consultant at Schwab, you will engage with existing Schwab clients, delivering 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 hold a securities license, enjoy collaborating in a team setting, and are passionate about serving clients, this role is a great fit.
Location: Annapolis, MD 21402
What you have
Required Qualifications:
- A valid and active FINRA Series 7 license is 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 leverage 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.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
