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Financial Services Professional

2 months ago

Irvine, California, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will be responsible for providing expert advice and counsel to individuals and families with their financial needs.

Key Responsibilities
  • Provide financial planning and investment management services to clients
  • Develop and implement comprehensive financial plans to meet clients' goals and objectives
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
  • Collaborate with other financial professionals to deliver exceptional client service
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)
  • Knowledge of brokerage/banking products and services
  • Strong client relationship building experience
What 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