ROLE DESCRIPTION:Independent Branch Associate Financial Consultants help grow the profile and business of the SchwabIndependent Branch by supporting the Independent Branch Leader through a variety of activities.At the direction of the Independent Branch Leader, Associate Financial Consultants help deepenrelationships with existing client by providing outstanding service, as well as appropriateinvestment guidance and advice based on client needs.Identify and refer additional opportunities to the Independent Branch Leader.The Hagerstown branch values integrity, open communication, perseverance, and relentless service to ourclients. If you want to work with a business that is dynamic, client centric, and values yourcontributions, consider a career as an Independent Branch Associate Financial Consultant.SKILLS and QUALIFICATIONS:Required minimum skills and qualifications:Active and valid FINRA Series 7Active and valid Series 66 (or 63/65) licenseMinimum of 2-5 years? experience financial services industry Knowledge of brokerage products and servicesActive or valid insurance license (may be obtained within one year of starting in AFC role)Schedule: M/W - 8:30am-5pmT/TH - 8:30am-7pm (evening clients)Fri - 8:30am - 2pmBenefits:401(k)401(k) matchingDental insuranceHealth insurancePaid time offVision insurance
1-4 years
Undergraduate degreeStrong client relationship building experienceFinancial services business development experience
Required minimum skills and qualifications:Active and valid FINRA Series 7Active and valid Series 66 (or 63/65) licenseMinimum of 2-5 years? experience financial services industryKnowledge of brokerage products and services Active or valid insurance license (may be obtained within one year of starting in AFC role)
Bachelors
We are here to help you with your questions.