Investment Consultant

4 weeks ago


Redmond, Washington, United States Charles Schwab Full time
Unlock Your Potential as an Investment Consultant at Charles Schwab

At Charles Schwab, we're 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.

We're seeking a talented Investment Consultant to join our Branch Network team. As an IC, you'll have the opportunity to learn and grow within our organization, gaining valuable experience and skills that will set you up for success in your career.

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 to clients

Requirements:

  • A valid and active Series 7 license (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license (license(s) may be obtained under a condition of employment)
  • A valid and active Life and Health Insurance license (may be obtained under a condition of employment)

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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