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Financial Services Professional

2 months ago

Redmond, Washington, United States Charles Schwab Full time
About the Role

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
  • Uncover opportunities through needs-based analysis and position appropriate products and solutions
  • Observe and learn from skilled Financial Consultants and deliver unparalleled value and service through collaboration and mentoring
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 is 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
  • Openness to build strong client relationships
What's in it for You

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