Investment Consultant

Unlock Your Potential as an Investment Consultant at Charles Schwab

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 at the ground floor.

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 and learn how to deliver unparalleled value and service

Requirements:

• Valid and active Series 7 license (license may be obtained under a condition of employment)
• Valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
• 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
• Passion for gaining knowledge of brokerage/banking products and services
• Openness to build strong client relationships

What's in it for you:

At Schwab, 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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