Investment Consultant

1 day ago


Cupertino, California, United States Charles Schwab Full time
Job Summary

At Charles Schwab, we're seeking a highly motivated and experienced Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies.

Key Responsibilities:

  • Develop and implement personalized investment plans for clients, taking into account their financial goals, risk tolerance, and investment objectives.
  • Conduct thorough needs analysis to identify clients' financial needs and provide tailored solutions.
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice.
  • Collaborate with other financial professionals to ensure seamless client service and support.
  • Meet or exceed sales and revenue targets, while maintaining a high level of client satisfaction.

Requirements:

  • Valid and active Series 7 license.
  • Valid and active Series 66 (63/65) license.
  • Valid and active Life and Health Insurance license.
  • 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 benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
  • A supportive and collaborative work environment, with opportunities for professional growth and development.
  • A comprehensive training program to help you succeed in your role.
  • A hybrid work and flexibility approach, balancing work-life balance and client service.


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