Investment Consultant

2 weeks ago


Brookfield, Wisconsin, United States Charles Schwab Full time
Unlock Your Potential as an Investment Consultant at Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, gaining exposure and experience required to advance in this challenging space.

Key Responsibilities:
  • Build a book of business through proactive, outbound calls to existing Schwab clients
  • Uncover opportunities through needs-based analysis and position appropriate products and solutions
  • Collaborate with skilled Financial Consultants and learn how to deliver unparalleled value and service
Requirements:
  • A valid and active Series 7 license is required (license may be obtained under a condition of employment)
  • 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
What's in it for you:
  • 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

By applying, you consent to your information being transmitted by GenZJobs to the Employer, as data controller, through the Employer's data processor SonicJobs.

See SonicJobs Privacy Policy at https://www.sonicjobs.com/privacy-policy and Terms of Use


  • Investment Consultant

    3 weeks ago


    Brookfield, Wisconsin, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping clients achieve their financial goals? Do you have a knack for building strong relationships and providing exceptional service? As an Investment Consultant at Charles Schwab, you'll have the opportunity to learn and grow in a dynamic and supportive...

  • Investment Consultant

    2 weeks ago


    Brookfield, Wisconsin, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAre you passionate about helping individuals and families achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? If so, we invite you to explore the exciting opportunity of becoming an Investment Consultant at Charles Schwab.As an...

  • Investment Consultant

    2 weeks ago


    Brookfield, Wisconsin, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As an Investment Consultant, you'll...

  • Investment Consultant

    2 weeks ago


    Brookfield, Wisconsin, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As an Investment Consultant, you'll...


  • Brookfield, Wisconsin, United States Charles Schwab Full time

    About the Investment Consultant RoleAt Charles 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're seeking a talented Investment Consultant to join our team....

  • Investment Consultant

    3 weeks ago


    Brookfield, Wisconsin, United States Charles Schwab Full time

    About the RoleAt Charles 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.Key ResponsibilitiesLearn and grow within our Branch Network at the ground floorBuild a...

  • Investment Consultant

    2 weeks ago


    Brookfield, Wisconsin, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesLearn and grow within our Branch Network at the ground floor.Build a...


  • Brookfield, Wisconsin, United States Milliman Full time

    About MillimanMilliman is a leading provider of actuarial and related services to the insurance and financial services industries. Our team of professionals offers unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance, and financial services, and property and casualty insurance.Job SummaryWe are seeking a highly...

  • Hospice Nurse

    5 days ago


    Brookfield, Wisconsin, United States Brighton Hospice Full time

    Brighton Hospice is a rapidly growing industry leader seeking compassionate and knowledgeable individuals to join our team.Key Responsibilities:Provide initial and ongoing assessment of the impact of the terminal diagnosis on daily living and the patient's physical, functional, spiritual, psycho-social, and environmental needs.Partner with an...


  • Brookfield, Wisconsin, United States Milliman Full time

    About the RoleMilliman is seeking a part-time IT Support Intern to join our team in Brookfield, Wisconsin. As an IT Support Intern, you will provide comprehensive end-user support for hardware, software, networking, and telecommunications systems.Key ResponsibilitiesProvide Helpdesk support for end-user systems, including research, troubleshooting, testing,...

  • RN - Hospice Nurse

    2 weeks ago


    Brookfield, Wisconsin, United States Brighton Hospice Full time

    Job SummaryBrighton Hospice is seeking a compassionate and skilled RN to join our On-Call team. As a vital part of our care team, you will provide initial and ongoing assessment of patients' physical, functional, spiritual, psycho-social, and environmental needs.Key ResponsibilitiesProvide initial and ongoing assessment of patients' needsPartner with an...


  • Brookfield, Wisconsin, United States Milliman Full time

    About the RoleMilliman is seeking a part-time IT Support Intern to join our team in Brookfield, Wisconsin. As an IT Support Intern, you will provide comprehensive end-user support for hardware, software, networking, and telecommunications systems.Key ResponsibilitiesProvide Helpdesk support for end-user systems, including research, troubleshooting, testing,...


  • Brookfield, Wisconsin, United States Milwaukee Tool Full time

    Job Title: Senior Design EngineerAt Milwaukee Tool, we're pushing the boundaries of innovation in the construction industry. As a Senior Design Engineer, you'll be part of a team that's redefining what's possible with cordless tools and equipment.Job Summary:We're seeking a highly skilled Senior Design Engineer to lead the design and development of new to...

  • Actuarial Analyst

    2 weeks ago


    Brookfield, Wisconsin, United States Milliman Full time

    Exciting Opportunities in Actuarial AnalysisMilliman's CMH Health Practice is seeking highly skilled Actuarial Analysts to join their dynamic and growing team. As an Actuarial Analyst, you will have the opportunity to work in a wide range of areas within the healthcare industry, collaborating with leading experts in the field.Key Responsibilities:Perform...


  • Brookfield, Wisconsin, United States USI Holdings Corporation Full time

    Job Title: Employee Benefits Sales RepresentativeJoin USI Holdings Corporation, a leading insurance brokerage and consulting firm, as an Employee Benefits Sales Representative. In this role, you will cultivate new employee benefits sales talent with a long-term career at USI. Our program offers extensive training and production opportunities over a 12-24...


  • Brookfield, Wisconsin, United States Milliman Full time

    Job SummaryMilliman is seeking a skilled Full Stack Engineer to join our team. As a Full Stack Engineer, you will design and implement front-end features and fixes in NextJS, as well as design and implement back-end features and changes in NodeJS. You will work closely with our team to deliver high-quality software solutions that meet the needs of our...

  • Civil Engineer

    2 weeks ago


    Brookfield, Wisconsin, United States raSmith Full time

    Unlock your potential as a Civil Engineer in raSmith's dynamic Municipal Services division, where innovation meets community impact.As a leading multi-disciplinary consulting firm, we've been shaping the built environment for over 45 years. With seven office locations across the US, we collaborate with clients nationwide to deliver projects that transform...


  • Brookfield, Wisconsin, United States USI Holdings Corporation Full time

    Job SummaryWe are seeking an experienced Employee Benefits Account Manager to join our team at USI Holdings Corporation. The successful candidate will be responsible for managing employee benefits insurance accounts and services as the primary contact between clients and insurance carriers.Key ResponsibilitiesManage a book of business comprised of fully...


  • Brookfield, Wisconsin, United States USI Holdings Corporation Full time

    Job DescriptionThis role is designed to cultivate new employee benefits sales talent with a long-term career at USI. The program offers extensive training and production opportunities over a 12-24 month period. This is an outside sales position with a focus on employer groups with 10-50 employees.ResponsibilitiesParticipate in the Other Industry New Producer...

  • Investment Consultant

    2 weeks ago


    Brookfield, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. 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...

  • Investment Consultant

    3 weeks ago


    BROOKFIELD, United States Charles Schwab Full time

    Position 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...


  • Brookfield, United States Tailored Brands Inc Full time

    Seasonal 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...


  • Brookfield, United States Milliman Full time

    JOB REQUIREMENTS: Description What We Do Milliman IntelliScript is a group of a few hundred experts in fields ranging from actuarial science to information technology to clinical practice. Together, we develop and deploy category-defining, data-driven, software-as-a-service (SaaS) products for a broad spectrum of insurance clients. We\'re a business unit...

  • Retail Sales Associate

    2 months ago


    Brookfield, United States Tailored Brands Inc Full time

    Retail 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...


  • Brookfield, United States TECHTRONIC CORDLESS GP Full time

    Design Engineer IIJob Description:Senior Design Engineer – Battery New Product Development INNOVATE WITHOUT BOUNDARIES! At Milwaukee Tool we firmly believe that our People and our Culture are the secrets to our success – so we give you unlimited access to everything you need to create disruptive new technologies and solutions on our engineering teams....

  • Actuarial Analyst

    7 days ago


    Brookfield, United States Milliman Full time

    Exciting Full-Time opportunities!Join our CMH Health Practice! Milliman's CMH Health Practice is looking for Actuarial Analysts to join their vibrant, dynamic, and growing practice. Actuarial Analysts (referred to as Professional Staff) will have the opportunity to work in a wide variety of areas within the healthcare industry, while working alongside some...


  • Brookfield, United States USI Holdings Corporation Full time

    General Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact. Major Responsibilities: • Manage a book of business comprised of fully insured clients but may include some self-insured clients. • Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and...


  • Brookfield, United States Milliman Full time

    Description Who We Are Independent for 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business...