Investment Consultant
4 weeks ago
Unlock Your Potential as an Investment Consultant at Charles Schwab
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.
Key Responsibilities:
- Learn and grow within our Branch Network at the ground floor
- Build a book of business through proactive, outbound calls to existing Schwab clients
- Uncover opportunities through needs-based analysis and position appropriate products and solutions
- Collaborate and mentor with skilled Financial Consultants
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 (preferred)
What's in it for you:
- Competitive benefits package, including 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
Join a purpose-driven organization that values your growth and success.
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Investment Consultant
4 weeks ago
Reno, Nevada, United States Charles Schwab Full timeUnlock Your Potential as an Investment Consultant at Charles SchwabAt 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.As an Investment Consultant, you'll...
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Investment Consultant
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