Investment Consultant

4 weeks ago


Birmingham, Michigan, United States Charles Schwab Full time
Job Summary

As a Schwab Investment Consultant, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting. You will learn what it takes to 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.

Key Responsibilities
  • Develop and maintain strong client relationships through proactive communication and needs-based analysis.
  • Position and sell Schwab's brokerage and banking products and services to existing clients.
  • Collaborate with skilled Financial Consultants to learn and develop skills in delivering unparalleled value and service.
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).
  • Preferred Qualifications: 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, and openness to build strong client relationships.
What We Offer

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you will get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

  • 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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