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Investment Consultant

2 months ago

Annapolis, Maryland, United States Charles Schwab Full time
{"title": "Investment Consultant Role Overview", "content": "Empowering Your Career

At Charles Schwab, we believe in empowering our employees to make a positive impact on their careers and the finance industry. As an Investment Consultant, you will have the opportunity to learn and grow within our Branch Network, gaining valuable experience and exposure to the financial services industry.

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
  • Collaborate with skilled Financial Consultants to deliver unparalleled value and service
Requirements
  • Bachelor's degree or equivalent work-related experience
  • Valid and active Series 7 license
  • Valid and active Series 66 (63/65) license (may be obtained within a 120-day condition of employment)
  • Valid and active Life and Health Insurance license (may be obtained within a 120-day condition of employment)
  • Certified Financial Planner (CFP) certification preferred
  • Minimum of two years of experience in the financial services industry
  • Financial business development experience highly preferred
What We Offer
  • 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
Join Our Team

We are an affirmative action employer, committed to employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call."}