Expert Financial Strategist

Financial Planning Specialist

As a Financial Planning Specialist, you will be responsible for providing wealth management and financial planning advice to existing clients. This role requires strong candidates who can leverage team specialists, market knowledge, and client communication strategy to exceed client expectations.

Do not wait to apply after reading this description a high application volume is expected for this opportunity.

The ideal candidate will have a passion for community engagement and providing an outstanding investor experience.

This role involves managing client relationships, adapting to market changes, and implementing change as business conditions evolve.

With a supportive culture and diverse career opportunities, you can shape your future and build lasting relationships built on trust and respect.

Schwab offers a competitive benefits package, including 401(k) with company match, paid time off, tuition reimbursement, health, dental, and vision insurance.

You will have the ability to take charge of your own professional journey and make a lasting impact in the finance industry.

• Valid and active FINRA Series 7 license required
• FINRA Series 66 (63 / 65) license and Life & Health Insurance must be obtained or acquired during tenure