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Investment Consultant

2 months ago

Birmingham, Alabama, United States Charles Schwab Full time
Unlock Your Potential as an Investment Consultant

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, gaining the skills and expertise needed to advance in this challenging space.

You'll 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. You'll observe our skilled Financial Consultants and learn how to deliver unparalleled value and service through collaboration and mentoring.

This role is ideal for individuals seeking a rich and rewarding career in financial consulting. If you have a passion for gaining knowledge of brokerage/banking products and services, and a desire to build strong client relationships, we encourage you to apply.

What You'll Need
  • 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, and openness to build strong client relationships
What's in it for You

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