Licensed Financial Consultant

Charles Schwab is a leading investment services firm dedicated to improving the investing experience for its clients and challenging the traditional Wall Street approach. Since its founding, the company has prioritized client-focused solutions, innovation, and transparency to drive success. Charles Schwab is committed to making an impact through community initiatives such as #Schwab4Good and fosters a supportive work environment through its #SchwabLife culture. The firm provides accessible support and resources to meet client needs, either via dedicated support hours or its online services.

This is a full-time, on-site role for a Licensed Financial Consultant based in Nashua, NH. The Financial Consultant will collaborate with clients to develop personalized financial strategies and provide expert guidance on financial planning, investment management, and retirement planning. Daily responsibilities include analyzing financial information, recommending tailored investment solutions, educating clients on available options, and ensuring financial goals align with client objectives. The role also involves delivering exceptional service and cultivating long-term client relationships.

• Strong expertise in Financial Planning and Retirement Planning, including the ability to design and recommend tailored strategies.
• Demonstrated proficiency in Investments and Finance with solid knowledge of investment products and market trends.
• Excellent Analytical Skills, with an aptitude for interpreting financial data and making effective recommendations.
• Exceptional communication and interpersonal skills to establish trust and build lasting client relationships.
• Relevant certifications, such as FINRA Series 7 and 63/66 licenses, or CFP® certification (preferred).
• Proven time management skills and the ability to work in a team-oriented, client-driven environment.
• Bachelor's degree in Business, Finance, Economics, or related field is preferred.