Financial Services Professional
3 weeks ago
About the Role:
As a Schwab Investment Consultant, you will play a critical role in helping our clients achieve their financial goals. This is an exciting opportunity to join our team and contribute to the success of our clients.
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 to deliver unparalleled value and service.
Requirements:
- A valid and active Series 7 license is required.
- A valid and active Series 66 (63/65) license is required.
- A valid and active Life and Health Insurance license is required.
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 We Offer:
- A competitive salary range.
- Eligibility for bonus or incentive opportunities.
- A comprehensive benefits package, including 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.
About Schwab:
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.
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