Financial Services Consultant
2 weeks ago
Your Opportunity
At Charles Schwab, our branch network plays a crucial role within the Investor Services division, dedicated to offering expert guidance to individuals and families regarding their financial aspirations. This includes areas such as retirement planning, educational funding, investment oversight, estate management, active trading, banking solutions, and lending services.
As an Investment Consultant (IC) at Schwab, you will embark on a journey of professional growth within our Branch Network. This entry-level position serves as a foundational step towards advancing to a Financial Consultant (FC) role. The IC position equips you with essential skills and insights needed to cultivate a client portfolio through proactive outreach to existing Schwab clients, identifying opportunities through a thorough needs assessment, and recommending suitable products and services. You will have the chance to observe our experienced FCs, learning how to provide exceptional value and service through collaboration and mentorship. If you are looking for a meaningful first step in your financial consulting career, the Investment Consultant role at Schwab is an excellent choice.
What You Have
Required Qualifications:
- Active Series 7 license (may be obtained through the Branch Network Licensing Program)
- Active Series 66 (63/65) license (may be obtained as a condition of employment)
- Active Life and Health Insurance license (may be obtained as a condition of employment)
- Minimum of 2 years in the financial services sector
- Experience in business development
- Enthusiasm for understanding brokerage and banking products
- Commitment to fostering strong client relationships
At Schwab, we prioritize the personal and professional growth of our employees. Our supportive culture and focus on development provide you with the resources necessary to make a significant impact in the finance industry. Our Hybrid Work and Flexibility model reflects our dedication to workplace adaptability while maintaining our commitment to client service and the importance of in-person collaboration.
We offer a comprehensive benefits package designed to support your overall well-being, including:
- 401(k) plan with company match and employee stock purchase options
- Paid time off for vacations, community service, and a 28-day sabbatical after every five years of service for eligible roles
- Paid parental leave and family support benefits
- Tuition reimbursement programs
- Health, dental, and vision insurance coverage
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