Investment Consultant

1 month ago


Scottsdale, Arizona, United States Charles Schwab Full time
{"title": "Investment Consultant Role", "content": "

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.

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.

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.

Schab 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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