Investment Consultant
4 weeks ago
Position Type: Regular 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.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
What you have
Required Qualifications:
• A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
• A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
• A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
• 2 years of experience in the financial services industry
• Ability to leverage Business development experience
• Passion for gaining knowledge of brokerage/banking products and services
• Openness to build strong client relationships
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive that takes care of the whole you – both today and in the future:
• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance
Redmond WA United States
-
Investment Consultant
3 weeks ago
Redmond, Washington, United States Jobs via eFinancialCareers Full timePosition Type: Regular Your opportunityAt 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the...
-
Investment Consultant
4 weeks ago
Redmond, Washington, United States Charles Schwab Full timePosition Type: Regular 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at...
-
Investment Consultant
6 days ago
Redmond, Washington, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're committed to empowering our employees to make a meaningful impact on their careers. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a successful career in financial consulting.Key ResponsibilitiesBuild a book of business through proactive,...
-
Investment Consultant
1 month ago
Redmond, United States Charles Schwab Full timePosition Type: RegularYour 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...
-
Investment Consultant
2 weeks ago
Redmond, Washington, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're seeking a talented Investment Consultant to join our Branch Network team. As an Investment Consultant, you'll have the opportunity to learn and grow within our organization, working closely with experienced Financial Consultants to build a book of business and deliver unparalleled value to our clients.Key...
-
Investment Consultant
3 months ago
Redmond, United States Charles Schwab Full timeYour 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the...
-
Investment Consultant
7 days ago
redmond, United States Charles Schwab Full timePosition Type: RegularYour 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...
-
Investment Strategy Consultant
2 weeks ago
Redmond, Washington, United States Aston Carter Full timePosition Title: Financial Advisor Consultant / AnalystRole Overview:As a Financial Advisor Consultant / Analyst, you will play a pivotal role within a dynamic team tasked with overseeing a substantial global marketing investment budget. Your responsibilities will include collaborating with both internal teams and external hardware partners to provide...
-
Investment Consultant
1 month ago
Redmond, United States Charles Schwab Full timePosition Type: Regular 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at...
-
Investment Strategy Consultant
1 week ago
Redmond, Washington, United States Charles Schwab Full timeExciting Career PathBecome a part of our dynamic team at Charles Schwab and embark on a fulfilling journey in financial advisory services. As a Financial Advisory Consultant, you will have the opportunity to develop your skills and expertise within our extensive Branch Network, gaining essential insights into the financial sector. This position serves as a...
-
Investment Consultant
2 days ago
Redmond, Washington, United States Charles Schwab Full timeAbout the RoleAs a Financial Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting.Key ResponsibilitiesBuild a book of business through proactive, outbound calls to existing...
-
Senior Consultant, Technical Project Management
2 months ago
Redmond, United States Artic Consulting Full timeJob DescriptionJob DescriptionOverviewArtic Consulting is expanding our organization, building a values-driven global organization known for our commitment to excellence and business impact, outstanding working relationships with clients and team members, and leading-edge knowledge in business consulting and technology solutions.Artic Consulting has an...
-
Financial Advisor Consultant
4 weeks ago
Redmond, United States Aston Carter Full timeJob Title: Financial Advisor Consultant / Analyst Job Description As a Financial Advisor Consultant / Analyst, you will be a key member of a team responsible for managing a large worldwide marketing investment budget. You will interact with both internal stakeholders and hardware partner stakeholders, providing budget management, analysis, and reporting. The...
-
Financial Services Professional
6 days ago
Redmond, Washington, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're committed to empowering our employees to make a meaningful impact on their careers. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a successful career in financial consulting.Key ResponsibilitiesBuild a book of business through proactive,...
-
Strategic Partnerships Manager
2 weeks ago
Redmond, Washington, United States Bucher & Christian Consulting, Inc. dba BCforward (BCF) Full timePosition Overview:Bucher & Christian Consulting, Inc. dba BCforward (BCF) is seeking a dedicated and results-oriented Strategic Partnerships Manager to join our dynamic team. This role is pivotal in fostering and enhancing relationships with both internal and external stakeholders to drive business growth.Key Responsibilities:Develop and maintain strong...
-
Embedded Systems Firmware Engineer
2 weeks ago
Redmond, Washington, United States Fresh Consulting Full timeCompany Overview: Fresh Consulting is a design-oriented, software development and hardware engineering firm, providing comprehensive digital solutions to empower businesses in their innovation journey.Our team consists of exceptional UX designers, skilled developers, digital strategists, and expert engineers dedicated to crafting innovative experiences that...
-
Firmware Design Verification Engineer
1 month ago
Redmond, Washington, United States Fresh Consulting Full timeFresh Consulting is a design-led, software development and hardware engineering company, offering end-to-end digital services to help companies innovate. We bring together amazing UX designers, sophisticated developers, digital strategists, and top-notch engineers to help companies create fresh experiences that connect humans, systems, and machines. We've...
-
Seasonal Sales Associate
1 month ago
Redmond, United States Tailored Brands Inc Full timeSeasonal Sales Associate We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of belonging. We help people confidently express their true selves so they can be their best. We Have Immediate Openings - Start Right Away! •Competitive hourly rates...
-
Firmware Design Verification Engineer
3 months ago
Redmond, United States Fresh Consulting Full timeJob DescriptionJob DescriptionFresh Consulting is a design-led, software development and hardware engineering company, offering end-to-end digital services to help companies innovate. We bring together amazing UX designers, sophisticated developers, digital strategists, and top-notch engineers to help companies create fresh experiences that connect humans,...
-
Technical Support Specialist
2 weeks ago
Redmond, Washington, United States Microsoft Corporation Full timeAbout Microsoft CorporationWith a global workforce exceeding 18,000, the Microsoft Customer Experience & Success (CE&S) division is dedicated to shaping the strategy, design, and execution of a comprehensive customer experience.Join Our TeamBe a part of CE&S and contribute to a vision where customers choose us not only for our leading-edge products and...