Investment Consultant

2 weeks ago


Menlo Park, California, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in building and maintaining relationships with existing clients, identifying new business opportunities, and delivering exceptional customer service.

Key Responsibilities
  • Develop and execute a proactive outreach strategy to existing clients, leveraging needs-based analysis to identify opportunities for growth and expansion.
  • Collaborate with experienced Financial Consultants to learn best practices and develop skills in building a book of business.
  • Stay up-to-date on industry trends, products, and services to provide informed advice and guidance to clients.
  • Work closely with the Branch Network team to ensure seamless execution of client needs and goals.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven culture, focus on development, and Hybrid Work and Flexibility approach make us an attractive employer for those seeking a challenging and rewarding career in financial services.

We offer a competitive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement, to name a few. Our commitment to diversity, equity, and inclusion ensures that all employees feel valued and supported in their careers.


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