Financial Services Professional
3 weeks ago
As a Financial Services Professional at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network. This role is the first step towards becoming a Financial Consultant (FC) at Schwab, providing the exposure and experience required to advance in this challenging space.
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.
- Observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring.
- 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're 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.
Benefits- 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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