Investment Consultant
2 days ago
We are seeking a highly motivated and detail-oriented Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing exceptional service and guidance on investment products and services.
Key Responsibilities- Build and maintain strong relationships with existing clients through proactive outreach and needs-based analysis.
- Develop and implement personalized investment plans to meet clients' unique financial objectives.
- Stay up-to-date on industry trends and product offerings to provide expert advice and recommendations to clients.
- Collaborate with other team members to ensure seamless delivery of services and exceptional client experience.
To be successful in this role, you will need:
- A valid and active Series 7 license.
- A valid and active Series 66 (63/65) license (may be obtained within a 120-day condition of employment).
- A valid and active Life and Health Insurance license (may be obtained within a 120-day condition of employment).
- Certified Financial Planner (CFP) certification is preferred.
- Minimum of two years of experience in the financial services industry.
- Financial business development experience is highly preferred.
At Charles Schwab, we are committed to empowering our employees' personal and professional success. We offer a competitive benefits package, including:
- 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.
We are an equal opportunity employer and welcome applications from diverse candidates.
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