Financial Services Professional

3 weeks ago


Burlington, Vermont, United States Charles Schwab Full time

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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