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Charles Schwab Independent Branch Roanoke, VA
Franchise Branch Financial Consultant
Career Insights for Financial Planner / Investment Consultant
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Based on Virginia data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$106,908 / year median in Virginia
+2% projected growth
Job Description
Franchise Branch Financial Consultant Charles Schwab Independent Branch Roanoke, VA Roanoke, VA Job Details Full-time 3 hours ago Qualifications Series 7 FINRA License Experience practicing in the securities industry Full Job Description Franchise Branch Financial Consultant Schwab Franchise Branches, led by a Schwab Franchise Branch Owner and staffed by employees of the franchisee, help individuals and families with their financial needs, including retirement planning, investing, charitable giving, support in estate planning activities, and active investing. To learn more about Schwab's client offerings visit: http://www.aboutschwab.com Franchise Branch Associate Financial Consultants are not employees of Charles Schwab & Co., Inc.; they are employees of the Franchise Branch Owner and are Registered Representatives and Associated Persons of Charles Schwab & Co., Inc. The Schwab Franchise Branch in Roanoke, Virginia is looking for an Franchise Branch Financial Consultant with a passion for serving clients.
ROLE DESCRIPTION
- Franchise Branch Financial Consultants help grow the profile and business of the Schwab Franchise Branch by supporting the Franchise Branch Owner through a variety of activities.
- At the direction of the Franchise Branch Owner, Financial Consultants help deepen relationships with existing Schwab clients by providing outstanding service, as well as appropriate investment guidance and advice based on client needs
- Identify and refer additional opportunities to the Franchise Branch Owner.
QUALIFICATIONS
Required skills and qualifications:- Active and valid FINRA Series 7
- Active and valid Series 66 (or 63/65) license (may be obtained within 90 days of starting in the AFC role) In addition, ideal candidates will also have the following preferred qualifications:
- Undergraduate degree
- Minimum of two years of experience in the financial services industry
- Financial services business development experience
- Strong client relationship building experience
- Knowledge of brokerage/banking products and services This is a summary only, and duties and responsibilities may be revised over time.