Investment Consultant

16 hours ago

Bowie, Maryland, United States Charles Schwab Full time
Job Opportunity

At Charles Schwab, we're seeking a skilled Investment Consultant to join our team in Huntington, NY. As a key member of our Investor Services organization, you'll play a vital role in providing expert advice and counsel to individuals and families with their financial needs.

The ideal candidate will possess a strong passion for helping clients achieve their financial goals, as well as excellent communication and relationship-building skills. If you're a motivated and results-driven professional with a background in financial services, we encourage you to apply.

Key Responsibilities
  • Proactively engage with existing clients to identify opportunities for growth and provide tailored solutions.
  • Build strong relationships with new clients and prospects, understanding their investment goals and objectives.
  • Collaborate with subject matter experts and peers to deliver exceptional value and service.
  • Identify and refer additional business 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 preferred.
  • Minimum of two years of experience in the financial services industry (required).
  • Financial business development experience highly preferred.
What We Offer

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive impact in the finance industry.

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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