Investment Consultant
4 weeks ago
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 strategies, driving business growth and client satisfaction.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
- Stay up-to-date on industry trends, products, and services, ensuring you're equipped to provide expert advice and guidance to our clients.
- 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 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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