Investment Consultant

5 days ago


Greensboro, North Carolina, United States Charles Schwab Full time
Join Our Team as an Investment Consultant

We are seeking a highly motivated and results-driven Investment Consultant to join our Branch Network team in Greensboro, NC. As an Investment Consultant, you will have the opportunity to learn and grow within our organization, working closely with our experienced Financial Consultants to build a book of business and deliver unparalleled value and service to our clients.

Key Responsibilities:
  • Proactively engage with existing Schwab clients to uncover opportunities and position appropriate products and solutions
  • Develop and maintain strong client relationships through needs-based analysis and collaboration
  • Learn and apply knowledge of brokerage and banking products and services to drive business growth
  • Work closely with our Branch Network team to achieve sales and revenue targets
Requirements:
  • Valid and active Series 7 license (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • Valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
  • Valid and active Life and Health Insurance license required (may be obtained under a condition of employment)
  • 2 years of experience in the financial services industry (preferred)
What We Offer:
  • Competitive salary range and bonus or incentive opportunities
  • Opportunities for career growth and development within our organization
  • A supportive and collaborative work environment
  • A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement

We are 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 difference in the finance industry.


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