Investment Consultant

2 days ago


Huntington, New York, United States Charles Schwab Full time
Unlock Your Potential as an Investment Consultant

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll play a key role in helping our clients achieve their financial goals.

Our branch network is part of the broader Investor Services organization, providing advice and counsel to individuals and families with their financial needs. You'll work closely with our clients to understand their investment goals and objectives, and position suitable offerings based on their individual needs.

Key responsibilities include:

  • Proactive outbound calls to existing Schwab clients to identify opportunities and position products and solutions.
  • Creating initial relationships with walk-in clients and prospects to understand their investment goals and objectives.
  • Identifying and referring additional opportunities to Branch Financial Consultants.
  • Delivering unparalleled value and excellent service to our clients.

We're looking for individuals with a passion for helping clients and a strong desire to succeed in a dynamic, client-centric environment. If you're motivated, results-driven, and committed to delivering exceptional service, we encourage you to apply.

What You'll Need

To succeed in this role, you'll need:

  • A Bachelor's degree or equivalent work-related experience.
  • A valid and active Series 7 license.
  • A valid and active Series 66 (63/65) license (may be obtained within a 120-day condition of employment).
  • A valid and active Life and Health Insurance license (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.

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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