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Financial Services Professional

2 months ago

Carson City, Nevada, United States Charles Schwab Full time
About the Role

We're seeking a talented Investment Consultant to join our Branch Network team at Charles Schwab. As an IC, you'll have the opportunity to learn and grow within our organization, working closely with experienced Financial Consultants to build a book of business and deliver unparalleled value to our clients.

Key Responsibilities
  • Proactively engage with existing Schwab clients through outbound calls to uncover opportunities and position appropriate products and solutions.
  • Develop and maintain strong client relationships, leveraging your knowledge of brokerage and banking products and services.
  • Collaborate with our skilled FCs to learn and refine your skills, with the goal of advancing to a Financial Consultant role.
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 is 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).
What We Offer

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