Investment Consultant
1 day ago
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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