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Investment Advisor

2 months ago

Huntington Station, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Professional to join our team at Charles Schwab. As an Investment Consultant, you will play a key role in providing expert advice and counsel to individuals and families with their financial needs.

Key Responsibilities
  • Proactively engage with existing clients to identify opportunities for growth and position suitable products and solutions.
  • Partner with subject matter experts, peers, and managers to deliver exceptional client service.
  • Create initial relationships with walk-in clients and prospects to understand their investment goals and objectives.
  • Identify and refer additional opportunities to Branch Financial Consultants.
Requirements
  • Bachelor's degree or equivalent work-related experience.
  • Valid and active Series 7 license required.
  • Valid and active Series 66 (63/65) license required (may be obtained within a 120-day condition of employment).
  • Valid and active Life and Health Insurance license required (may be obtained within a 120-day condition of employment).
  • Certified Financial Planner (CFP) certification is preferred.
  • Minimum of two years of experience in the financial services industry (required).
  • Financial business development experience (highly preferred).
  • Knowledge of brokerage/banking products and services.
  • Strong client relationship building experience.
What We Offer
  • A competitive benefits package that takes care of the whole you - both today and in the future.
  • 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 Charles Schwab

We are a purpose-driven, supportive culture that focuses on your development and empowering your personal and professional success. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.