Investment Consultant

5 days ago

Midlothian, Texas, United States Charles Schwab Full time
About the Role

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, working closely with our skilled Financial Consultants to deliver unparalleled value and service to our clients.

Key Responsibilities
  • 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.
  • Learn and develop skills in brokerage and banking products and services, with a focus on building strong client relationships.
  • Collaborate with our Branch Network team to drive business growth and development.
Requirements
  • 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).
What We Offer
  • A competitive benefits package that takes care of the whole you – both today and in the future.
  • 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.

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