Investment Consultant

5 days ago


Menlo Park, California, United States Charles Schwab Full time

About the Role:

At Charles Schwab, we're seeking a talented Investment Consultant to join our Branch Network team. As an Investment Consultant, you'll have the opportunity to learn and grow within our organization, working closely with our skilled Financial Consultants to deliver unparalleled value and service to our clients.

Key Responsibilities:

  • Build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions.
  • Learn and develop skills in brokerage and banking products and services, with a focus on building strong client relationships.
  • Collaborate with our Financial Consultants to deliver exceptional client service and support.

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 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)

What We Offer:

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future.


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