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Investment Consultant- Upland, CA

2 months ago

Grand Terrace, United States Charles Schwab Full time
Position Type: Regular
Your opportunity

At Schwab, youre 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. Youll 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. Youll 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 Schwabs Investment Consultant role.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What you have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • Bachelors degreeor equivalent work-related experience
  • A valid and active Series 7 license required
  • A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
  • Certified Financial Planner (CFP) certification is preferred
  • Minimum of two years of experience in the financial services industry (required)
  • Financialbusiness developmentexperience (highly preferred)
  • Knowledge of brokerage/banking products and services
  • Strong client relationship building experience

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package 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
Required Preferred Job Industries
  • Other