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Investment Consultant

2 months ago

Huntington Beach, California, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and experienced Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in building and maintaining relationships with existing clients, identifying new business opportunities, and delivering exceptional client service.

Key Responsibilities
  • Develop and execute a comprehensive business plan to drive growth and revenue
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives
  • Identify and pursue new business opportunities through proactive outreach and needs-based analysis
  • Position and sell Schwab's products and services to clients, ensuring a deep understanding of their needs and preferences
  • Collaborate with colleagues to deliver exceptional client service and support
Requirements
  • Bachelor's degree or equivalent work-related experience
  • Valid and active Series 7 license required
  • Valid and active Series 66 (63/65) license required (may be obtained within a 120-day condition of employment)
  • Valid and active Life and Health Insurance license required (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 (required)
  • Financial business development experience highly preferred
  • Knowledge of brokerage/banking products and services
  • Strong client relationship building experience
What We Offer
  • Competitive salary and bonus/incentive opportunities
  • 401(k) with company match and Employee Stock Purchase Plan
  • Paid time off 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
About Charles Schwab

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.