Investment Consultant
4 weeks ago
Are you passionate about helping individuals achieve their financial goals? Do you have a strong desire to learn and grow in a dynamic and supportive environment? Look no further than Charles Schwab's Investment Consultant role
About the OpportunityAs an Investment Consultant at Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting. You will learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions.
Key Responsibilities- Build and maintain relationships with existing clients to identify opportunities for growth and expansion
- Develop and implement strategies to increase client engagement and retention
- Collaborate with other team members to deliver unparalleled value and service to clients
- Stay up-to-date on industry trends and developments to provide expert advice to clients
At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our competitive benefits package includes:
- 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
By joining our team, you'll have the opportunity to work with a talented and dedicated group of professionals who are passionate about making a difference in the lives of our clients. If you're looking for a challenging and rewarding career opportunity, apply now to become an Investment Consultant at Charles Schwab
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Investment Consultant
4 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, working closely with our skilled Financial Consultants to deliver unparalleled value and...
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Investment Consultant
4 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, gaining the skills and experience needed to advance in this challenging space.You'll work...
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Investment Consultant
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Rowland Heights, California, United States Charles Schwab Full time{"h2": "Your Opportunity at Schwab ", "p": "At Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative and collaborative culture empowers you to think creatively and drive results. As an Investment Consultant, you'll learn and grow within our Branch Network, gaining exposure and experience to advance in this...
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Investment Consultant
4 weeks ago
Rowland Heights, California, United States Charles Schwab Full timeAbout the RoleWe are seeking a highly motivated and results-driven Investment Consultant to join our team at Charles Schwab in Rowland Heights, CA. 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...
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Investment Consultant
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Rowland Heights, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, laying the foundation for a successful career in financial consulting.Key...
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Rowland Heights, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...
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