Investment Consultant

2 weeks ago


West Palm Beach, Florida, United States Charles Schwab Full time
Unlock Your Potential as an Investment Consultant at Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As an Investment Consultant, you'll have the opportunity to learn and grow within our Branch Network, working closely with our skilled Financial Consultants to deliver unparalleled value and service to our clients.

Key Responsibilities:
  • Build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions.
  • Collaborate with our Financial Consultants to develop and implement effective client relationship strategies.
  • Stay up-to-date on industry trends and developments, leveraging this knowledge to drive business growth and client satisfaction.
Requirements:
  • 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).
What We Offer:
  • A competitive salary range and bonus or incentive opportunities.
  • A comprehensive benefits package, including 401(k) with company match, Employee stock purchase plan, paid time off, and more.
  • Opportunities for professional growth and development, including tuition reimbursement and training programs.

By joining our team, you'll be part of a purpose-driven, supportive culture that's committed to empowering your success. Apply now to take the first step towards a rewarding career in financial consulting


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