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Investment Strategy Consultant
2 months ago
Exciting Career Path
Become a part of our dynamic team at Charles Schwab and embark on a fulfilling journey in financial advisory services. As a Financial Advisory Consultant, you will have the opportunity to develop your skills and expertise within our extensive Branch Network, gaining essential insights into the financial sector. This position serves as a stepping stone towards becoming a Wealth Management Advisor, enabling you to cultivate a portfolio of clients and deliver outstanding service.
Key Qualifications:
- Possession of Series 7 license (can be obtained through our Licensing Program)
- Series 66 (63/65) license is necessary
- Life and Health Insurance license is required
- A minimum of 2 years of experience in the financial services sector is preferred
- Experience in business development is advantageous
- Genuine interest in brokerage and banking products and services
Why Join Us?
At Charles Schwab, we are committed to empowering our employees to reach their highest potential. Join us in transforming the wealth management landscape and benefit from a competitive and flexible benefits package designed to support you today and in the future.
