Investment Consultant

3 weeks ago


Burlington, Vermont, United States Charles Schwab Full time
Job Summary

At Charles Schwab, we're seeking a highly motivated and results-driven Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.

Key Responsibilities:

  • Develop and implement personalized investment strategies for clients, taking into account their financial goals, risk tolerance, and investment objectives.
  • Conduct thorough financial analyses to identify areas of opportunity and provide recommendations for investment products and services.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Stay up-to-date on market trends and economic conditions, using this knowledge to inform investment decisions and provide valuable insights to clients.
  • Collaborate with other members of the financial services team to ensure seamless delivery of services and support to clients.

Requirements:

  • Valid and active Series 7 license
  • Valid and active Series 66 (63/65) license
  • Valid and active Life and Health Insurance license
  • 2 years of experience in the financial services industry
  • Ability to leverage business development experience
  • Passion for gaining knowledge of brokerage/banking products and services
  • Openness to build strong client relationships

What We Offer:

  • Competitive salary and bonus opportunities
  • 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

About Us:

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.



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