Financial Services Professional
6 days ago
We are seeking a highly motivated and results-driven Investment Consultant to join our Branch Network team at Charles Schwab. As an Investment Consultant, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored investment solutions, and driving business growth.
Key Responsibilities- Develop and execute a proactive outreach strategy to existing clients, identifying opportunities to deepen relationships and increase revenue.
- Conduct needs-based analysis to understand clients' financial goals and objectives, and position appropriate investment products and solutions.
- Collaborate with experienced Financial Consultants to learn best practices and stay up-to-date on industry trends and developments.
- Meet or exceed sales targets and contribute to the growth of the Branch Network.
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
- 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
At Charles Schwab, we are 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.
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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