Investment Consultant
2 days ago
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, laying the foundation for a rewarding career in financial consulting.
As a key member of our team, you'll be responsible for building 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 work closely with our skilled Financial Consultants, learning from their expertise and gaining valuable insights into the finance industry.
To succeed in this role, you'll need a valid and active Series 7 license, as well as a valid and active Series 66 (63/65) license. A valid and active Life and Health Insurance license is also required. If you have a passion for gaining knowledge of brokerage/banking products and services, and a desire to build strong client relationships, we encourage you to apply.
In addition to a competitive salary, this role is also eligible for bonus or incentive opportunities. We offer a comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement. By joining our team, you'll be part of a purpose-driven, supportive culture that's committed to your development and success.
Apply now to take the first step towards a rich and rewarding career in financial consulting.
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Investment Consultant
2 days ago
Birmingham, Alabama, United States Charles Schwab Full timeUnlock 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 delivering exceptional service? If so, we invite you to join our team as an Investment Consultant at Charles Schwab.About the RoleAs an Investment Consultant, you...
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Investment Consultant
1 week ago
Birmingham, Alabama, United States Charles Schwab Full timeUnlock 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 make a real impact in the lives of our clients and...
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Investment Consultant
2 days ago
Birmingham, Alabama, United States Charles Schwab Full timeUnlock 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? If so, we invite you to join our team as an Investment Consultant at Charles Schwab.About the RoleAs an Investment Consultant, you...
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Investment Consultant
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Birmingham, Alabama, United States Charles Schwab Full timeUnlock Your Potential as an Investment ConsultantAt 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 the skills and expertise needed to advance in this challenging space.You'll learn what it takes to...
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Investment Consultant
2 weeks ago
Birmingham, Alabama, United States Charles Schwab Full timeUnlock Your Potential as an Investment ConsultantAt 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 at the ground floor. This role provides the exposure and experience required to advance in the challenging...
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Investment Consultant
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