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 Professionals' Compensation | Charles Schwab
At Schwab, you have the ability to influence your career path. Our culture blends innovative thinking with collaborative problem solving to challenge the status quo and transform the finance industry together. The branch team sits at the core of helping clients secure their financial futures. In this role, you’ll deliver financial guidance to clients while building relationships based on trust and mutual goals. You’ll also have the chance to steer your own professional journey within a supportive, nurturing environment and a range of career opportunities.
As a Financial Consultant, you’ll work with the existing Schwab client base to provide wealth management and financial planning advice. Over time, you’ll expand your practice through client asset consolidation, networking, and referrals. If you already hold a securities license, enjoy collaboration, and share our commitment to client service—this role is for you.
What you have
- Required Qualifications
- A valid and active FINRA Series 7 license is required.
- During your tenure, you will obtain or acquire FINRA Series 66 (63/65) licenses and Life & Health Insurance as required.
- Preferred Qualifications
- Ability to build strong relationships, foster trust, and deepen client engagement by applying a focused communication strategy and consistently exceeding expectations.
- Willingness to leverage the team of Schwab specialists, adhere to Schwab advice guidelines, apply market knowledge, and motivate clients toward their goals.
- Openness to manage wealth for clients across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement changes as the market and business conditions evolve.
- Passion for community engagement, discussing market conditions, sound investing principles, and long-term wealth strategies tailored to individual situations.
- A desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management.
What’s in it for you
Schwab empowers you to shape your future through meaningful work, continuous learning, and a culture built on trust and collaboration—enabling you to develop the skills that leave a lasting impact. We offer a competitive benefits package designed to support you today and in the future:
- 401(k) with company match and Employee Stock Purchase Plan
- Paid time off for vacation, volunteering, and a 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
Location
New York, NY 10012
Job Details
Position Type: Regular
