Investment Consultant

1 month ago


Brookfield, Wisconsin, United States Charles Schwab Full time
About the Role

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.

Key Responsibilities
  • Learn and grow within our Branch Network at the ground floor.
  • 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 and mentor with skilled Financial Consultants to deliver unparalleled value and service.
Requirements
  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
  • A valid and active Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment).
  • A 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.
What's in it for you

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.

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.


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