Investment Consultant
3 days ago
Are you passionate about helping individuals and businesses achieve their financial goals? Do you have a knack for building strong relationships and providing exceptional customer service? If so, we invite you to join our team as an Investment Consultant at Charles Schwab.
As an Investment Consultant, you will play a critical role in helping our clients achieve their financial objectives. You will work closely with our clients to understand their needs, provide personalized investment advice, and help them make informed decisions about their financial futures.
We are seeking highly motivated and customer-focused individuals who are passionate about delivering exceptional service and building long-term relationships with our clients. If you have a strong desire to learn and grow with our company, we encourage you to apply for this exciting opportunity.
What You'll Need to SucceedTo be successful in this role, you will need to have:
- A valid Series 7 license (or be willing to obtain one through our Branch Network Licensing Program)
- A valid Series 66 (63/65) license (or be willing to obtain one through our Branch Network Licensing Program)
- A valid Life and Health Insurance license (or be willing to obtain one through our Branch Network Licensing Program)
We also prefer candidates with:
- 2+ years of experience in the financial services industry
- Business development experience
- A passion for learning about brokerage and banking products and services
- The ability to build strong client relationships
At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 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
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