Highlights
Comprehensive financial planning and wealth management on behalf of our employees includes, but is not limited to retirement planning, education planning, investment management, estate planning, equity compensation, deferred compensation, active investing, banking, insurance, and lending needs. This position is part of the Employee Branch which is primarily responsible for providing financial planning guidance to Schwab's employees, and their families to meet their financial needs.
Numbers & Facts
| Location | Westlake, TX |
| Industry | Security and Surveillance |
| Company Size | 1,000 to 1,499 employees |
| Year Founded | 1971 |
| Website | http://www.aboutschwab.com/careers |
Description
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.
This position is part of the Employee Branch which is primarily responsible for providing financial planning guidance to Schwab's employees, and their families to meet their financial needs. Comprehensive financial planning and wealth management on behalf of our employees includes, but is not limited to retirement planning, education planning, investment management, estate planning, equity compensation, deferred compensation, active investing, banking, insurance, and lending needs. In this role, Investment Consultants provide guidance built upon the firm's philosophy, policies, and guidelines in meeting the needs of our employees.
What you have
Required Qualifications:
- Bachelor''s degree is required, or relevant work experience.
- Active and valid FINRA Series 7 license is required
- Active and valid FINRA Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment)
- Active and valid insurance - Life and Health (may be obtained under a 120 day condition of employment)
- Proven success in developing and managing client relationships
- Strong industry and market knowledge
Preferred Qualifications:
- CFP preferred
- Portfolio level advice experience preferred
- Knowledge of Schwab benefits preferred
- Excellent consultative, interpersonal and communication skills
In addition to the salary range, this role is also eligible for bonus opportunities.
About Company
The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.