Investment Consultant
4 weeks ago
As an Investment Consultant at Charles Schwab, you will play a key role in building strong relationships with our Mass Affluent clients. You will be responsible for providing exceptional service, identifying opportunities to deepen engagement, and delivering investment solutions and tools to meet their needs.
Key Responsibilities- Develop and maintain a deep understanding of our clients' financial goals and objectives
- Identify opportunities to deepen engagement and build trust with clients
- Provide investment solutions and tools to meet clients' needs
- Collaborate with internal teams to ensure seamless delivery of services
- 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)
At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven culture, focus on development, and competitive benefits package make us an attractive employer. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving our clients, and the value of being together in person on a regular basis.
We offer a comprehensive 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
